Posted on March 2, 2013 | Local Chapters
Date: Saturday, March 9, 2013
Topic: AAII Workshop: Design, Construction and Implementation of Your Investment Policy Statement (IPS)
Speaker: Richard Farkas, CMT, President, Strategic Global Investment Services
Investment Policy Statements are often the missing link in successful portfolio construction, design and management. This workshop will take you beyond the simple allocation model and provide you with insights to help guide you through volatile markets, geopolitical uncertainty and personal emergencies while you seek to meet your personal financial goals.