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.