[The Connective: Preferred Provider Workshop] BAIRD: Looking Forward: Using Asset Allocation Tools to Plan Today for Tomorrow

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Name: [The Connective: Preferred Provider Workshop] BAIRD: Looking Forward: Using Asset Allocation Tools to Plan Today for Tomorrow
Date: November 4, 2019
Time: 12:00 PM - 1:00 PM CST
Event Description:

In this Workshop, Lorri Cisler CPA, CFP® will review general market conditions that will help put some perspective on Baird's current outlook on the economy. This information will be used as a guide to help tie it all together and illustrate how this knowledge can help you save toward your retirement goals.

Lorri will then cover some basic information about investing that will help you:

  • Take a look at the importance of understanding risk versus reward in terms of long term investing strategies
  • Review the substance of what helps make a portfolio well balanced or diversified
  • Understand why it’s important to develop a diversified portfolio
  • Determine your next steps as you continue participating in your company’s qualified plan
Event Media:
Location:
The Connective
320 Main Ave
De Pere
Date/Time Information:
Monday, November 4
12:00 - 1:00 p.m.
Contact Information:
Fees/Admission:
$30
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