Whether you’re seeking to refine your financial plan, better understand your investment strategy, or gain insight into how evolving tax policies may impact your bottom line, this roundtable will offer expert guidance and practical takeaways.
Topics of discussion will include:
● Overview of the financial markets
● Know to assess your investment risk profile and align it with your financial goals
● Basics of portfolio construction, strategies for diversifying your portfolio, and managing risk in today’s market
Don’t miss this opportunity to engage in an empowering conversation about financial wellness and long-term planning.