7 Simple Steps To Manage Your Investments

Date: April 3, 2012
Location: Orion Twp. Public Library 825 Joslyn Road, Lake Orion, MI 48362

Time: 7 - 8:30 p.m. 

Contact: 248-693-3001 or visit www.OrionLibrary.org

This presentation teaches an easy-to-follow 7-step process for organizing, coordinating and managing all your separate investment accounts as one purposeful, overall portfolio. 

By following these 7 steps you will be better equipped to answer three very important questions about your investments: “what do I own, why do I own it and how am I doing?” Asset allocation, diversification concepts and relevant must-know information are combined with 3 steps to avoid scams and investment fraud to round out this program. 

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