Week 4: Financial Planning II

Financial Planning II – Video Webinar – Fall 2021

 

Video Presentation By Peter Kote, Don Vivrette & Delia Fernandez

Week 4 is a continuation of Financial Planning with the focus on Asset Allocation and the need to re-balance   A person’s asset allocation is one of the most important decisions they will make and many believe is the greatest factor for a portfolio’s percentage annual return.

This entry was posted by Admin on at and is filed under . You can follow any responses to this entry through the RSS 2.0 feed. Both comments and pings are currently closed.

Comments are closed.