Lunch and Learn
Connect with other investors to discuss current issues and topics relevant to the markets. Our monthly Lunch and Learn gatherings offer an informative dialogue, with a question and answer session with either a Professional Money Manager, Guest Speakers, or Tax Professionals. Chat with other investors from the area so that you discover new strategies and resources.
Making Chaos & Crisis Your Friend
Protecting your portfolio in uncertain times
It seems since 2008 the Chinese proverb "May you live in interesting times" has been front and center for many market observers. Fortunately for investors uncertain times have been around for a long time and markets for the most part have found ways to prosper. Apparently uncertain times can be your friend or foe depending on how your portfolio is structured.
Join us October 12, 2017 to:
Understand what risks exist in today's markets and how investors can mange them
See how investors can still generate income even with the threat of rising interest rates
Learn ways to diversify your portfolio to create prudent growth in the face of changing times
Hear how the recent conflicts with Trump and North Korea may be creating opportunities
Thursday, October 12th at 12:00pm
18872 MacArthur Blvd. 1st Floor
Irvine, CA 92612
Feel free to bring a friend or two that may be interested in learning more about how election years affect the markets. Please use the following form to reserve your seat, or call us at 949-590-4200.