How to Build an Investor Policy Statement

Welcome to the ChooseFI València community! We are part of a worldwide community of FI enthusiasts. ChooseFI (the American podcast) has 300+ local groups in 20+ countries! We host online communities and monthly, in-person events with engaging conversations around Money and Mindset topics (usually) on the 3rd Sunday of each month in the late afternoon.

Topic Talking Points

• What is an Investor Policy Statement?
• Who needs an IPS and why?
• What are the elements, and how do I build one?
• How do I use my IPS?

Your Action Items:

1. Mark your calendars
2. If you are on Facebook or Meetup, please mark yourself as ‘Going’
3. Invite a friend