SRL MoneySmart Week: Wealth Management - Give Your Portfolio a Tune Up

Event Type: SRL Adults: Classes/Lectures/Workshops
Age Group(s): Adults
Date: 4/12/2014
Start Time: 10:30 AM
End Time: 12:00 PM
 When volatility enters the picture, emotions can lead to irrational decisions. This program gives historical context to today’s challenging economy and market environment to help reduce anxiety while providing concrete wealth planning and management strategies. Successful long-term investing isn’t about luck, market timing or hot stock tips passed at cocktail parties. For most people, it comes down to implementing a disciplined investment strategy tailored to their, age, goals and risk tolerance. This workshop will provide clear insight into the fundamentals of managing wealth along with making sense of the many products, tools and resources that are available today. Topics will include:

• Stock market history
• Economic and market outlook
• Risk tolerance assessment
• Portfolio design and asset allocation
• Investing risks and strategies

Presented by: Jon W. Ulin, CFPR, Managing Principal of Ulin & Co. Wealth
Management. Securities offered through LPL Financial Member , Investment Advice offered through Ulin & Co. a Registered
Investment Advisor and separate entity from LPL Financial. For a list of
states in which we are registered to do business, please visit
Library: Spanish River Library Boca Raton
Location: SRL Meeting Room (All)
Contact: Jon W. Ulin
Contact Number: 561-210-7887
Status: Closed