Meet the AdviceOne Fund Selection Team


*This event is exclusively for AdviceOne clients.

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

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

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 upcoming dates!