FREE Basics of Investing Workshop
Sponsored by Charles Schwab and the
Phoenix Chapter of Western Pension and Benefits Council
In today’s ever-changing markets, it is important to be well informed about the basics of investment principles and how to build a portfolio for long-term success. The Phoenix Chapter of Western Pension and Benefits Council is pleased to invite you to join us for an informative workshop on investing on January 24, 2018, from 8:00-10:00am.
Sergio Lovato, Regional Director with Charles Schwab Investment Management will be leading the workshop.
Session 1 - Build a Strong Investing Foundation
Gain confidence in your investing decisions. Join us to learn terms and concepts to get you started with investing. You'll learn about the building blocks for constructing a diversified portfolio, how to select an asset allocation model, and taking the next step to move from saving to investing.
Session 2 - 7 Fundamentals You Need for Investing Success
Whether you are just starting to put an investing plan in place, or are looking to update the one you have, leverage the essential principles to help take ownership of your investment portfolio. From setting goals and expectations, to rebalancing and ignoring market noise, you'll leave this investing seminar with a better understanding of how to map out your plan and stay your course.
Agenda
8:00–8:15am Check in and Continental breakfast
8:15–9:00am Build a Strong Investing Foundation
9:00–9:15am Break
9:15–10:00am 7 Fundamentals for Investing Success
Location
2201 E Camelback Road, Phoenix, AZ 85106 – General Meeting Room – 1st Floor
Please enter through the South Tower.
Parking
Free parking deck located behind the building. Please enter off 22nd Street.
The statements and materials presented at WP&BC Phoenix Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Phoenix Chapter. In addition, WP&BC Phoenix Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Phoenix Chapter events.
