addressalign-toparrow-leftarrow-rightbackbellblockcalendarcameraccwcheckchevron-downchevron-leftchevron-rightchevron-small-downchevron-small-leftchevron-small-rightchevron-small-upchevron-upcircle-with-checkcircle-with-crosscircle-with-pluscrossdots-three-verticaleditemptyheartexporteye-with-lineeyefacebookfolderfullheartglobegmailgooglegroupsimageimagesinstagramlinklocation-pinm-swarmSearchmailmessagesminusmoremuplabelShape 3 + Rectangle 1outlookpersonJoin Group on CardStartprice-ribbonShapeShapeShapeImported LayersImported LayersImported Layersshieldstartickettrashtriangle-downtriangle-uptwitteruserwarningyahoo

Investment Strategies II Workshop (FREE & NON-SOLICITOUS)

  • to
  • BackProject Corporation

    170 North Wolfe Road, Sunnyvale, CA (map)

    37.376984 -122.012825

  • This advanced investment strategies class will cover the following topics:

    1.  Understanding investment risk and how to measure it
    2. Timing the market
    3. Understanding asset classes
    4. How to stress-test your mutual funds
    5. Fees - what advisors and brokers don't want you to know
    6. Hidden costs - what fund managers don't want you to know
    7. Separately Managed Accounts and Unified Managed Accounts

    This workshop is 100% educational. No specific products will be mentioned or solicited.

    All workshops are stand alone, and designed to meet the diverse educational needs of people of all ages and financial means & needs. Workshops are taught by qualified CFE Certified Financial Educators®, registered with the Heartland Institute of Financial Education*, a Non-Profit 501(c)(3) organization chartered to promote personal financial wellness and college planning. 

    Note: This event is published on multiple Meetups and other social networks, so we are looking forward to having a good crowd, which means a great time!!! so please don't let a seemingly low RSVP count on this page stop you from coming.

    Please RSVP early while seats are available! 
    •[masked] (office) 
    •[masked] (cell/text)

    * The Heartland Institute of Financial Education sponsors financial education classes that promote personal financial wellness and college planning. Details are available at [masked]-1011. There is no connection what so ever between The Heartland Institute of Financial Education and the Chicago based group bearing a similar name.

Join or login to comment.

Want to go?

Join and RSVP

2 going

  • Steve H.
    Organizer,
    Event Host

    Steve is the organizer of Vegan Health & Wealth meetup and host of many Health and Wealth... more

  • Auda

    I am a happy person who lives life to the fullest & enjoy the company of positive people. I deal... more

1 not going

(See all)

People in this
Meetup are also in:

Sign up

Meetup members, Log in

By clicking "Sign up" or "Sign up using Facebook", you confirm that you accept our Terms of Service & Privacy Policy