Asset Allocation and the Modern Portfolio

Age Group:

Adults
Please note you are looking at an event that has already happened.
Registration for this event is no longer open.

Event Details

Brian Cody, CFP and a member of the Society for Financial Awareness (SOFA), will present a webinar on asset allocation and modern portfolio theory.  Learn how to plan your investments against interest rate, inflation, and market risks; plan that you don't outlive your money; and utilize asset allocation to meet your short-, mid-, and long-term goals to put all of your financial pieces in place.  You are requested to register for this webinar, and a zoom link will be sent to you the day of the event.

Brian Cody is a certified financial planner professional and a member of the Financial Planning Association.