7 Simple Steps To Manage Your Investments

Date: April 19, 2012
Location: Huntington Woods Public Library 26415 Scotia Rd., Huntington Woods, MI 48070

Time: 6:30 - 8 p.m. 

 
Contact: 248.543.9720 or visit www.huntington-woods.lib.mi.us

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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