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.

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