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Investment Strategies II Workshop (FREE & NON-SOLICITOUS)

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  • 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.

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  • Steve H.
    Event Host

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

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

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