Product Description Copy
Asset Allocation
Intent
When it comes to educating prospective and current clients, Asset
Allocation is a great place to start. This seminar helps you explain
how risk, time horizon, and financial goals influence asset allocation.
This seminar helps you present guidelines about when and how to
rebalance a portfolio. It also defines the various asset classes and
illustrates how long-term investing can improve performance. The class
concludes by emphasizing the importance of a financial professional to
help attendees develop an asset allocation plan, select investments, and
evaluate their changing needs over time.
Target Audience
From beginning investors to retirees.
Class Agenda
