Meet the AdviceOne Fund Selection Team


*This event is exclusively for AdviceOne clients.

Presented by Neil Goldberg, ChFC® and Lorie Schappert, RFC®

If you didn't have the opportunity to attend one of our previous sessions, we hope the upcoming date will work for you!

 

Topics Include:

  • Building a portfolio
  • How does the Investment Team work?
  • Stock and bond portfolio review
  • New fund selection: A Case Study
  • Fund analysis and screening

 

Live Discussion

6:30-8:30pm - Glastonbury, CT


Check back soon for dates!