EMPOWERED INVESTING 2023

It has been years since we have taught this comprehensive workshop on investment management and financial planning fundamentals. Being grounded in terminology, aligning individual objectives to strategy, and seeing the context in which investment occurs is essential to an empowered economic life.

In this workshop you will learn:

  • To make well-informed, confident investment decisions
  • The relationship between asset allocation and investment returns
  • How to balance risk and volatility with financial security
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