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.
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.