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  • Education Session: Is Your “Balanced” Portfolio Still Balanced?

Education Session: Is Your “Balanced” Portfolio Still Balanced?

  • 08/12/2020
  • 12:00 PM - 1:30 PM
  • Virtual

Registration

  • Guests are welcome
  • Guests are welcome. If this is your first visit, contact Jean Nagle (jeann@iiari.com) for a 50% discount code.

Registration is closed

The FPA of Rhode Island invites you to a virtual education session:

Is Your “Balanced” Portfolio Still Balanced?

Presented by Michael Ashley

(Regional Vice President, LoCorr Funds)

Michael has over 30 years of experience in the financial services industry. He has spent the last 6 years with LoCorr specializing in the education and benefits of low-correlating investments, while building lasting relationships with his financial advisor clients.

Prior to LoCorr Michael also spent 12 years with Fidelity Investments and was a financial advisor with Dean Witter. Michael lives in Hingham, Massachusetts with his wife and 3 daughters.

 

  • Approved for 1 CFP CE credit
  • No charge for FPA Members and Partners (must log in to register)
  • Non-members are welcome ($25 for first meeting, $50 for subsequent)

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