Posted on December 4, 2013 | Local Chapters
Date: Wednesday, December 11, 2013
Topic: Year-End Portfolio Tune-up and Preparing for 2014
Speaker: Max Larsen, Founder and President of Future Finances, Inc.
This presentation will focus on taking control of your portfolio for year-end 2013 and getting it ready for 2014 by incorporating a tactical asset allocation strategy, year-end tax planning and bond investing.