Skip Main Navigation
Page Content
This event has ended

AAII Workshop: Design, Construction & Implementation of Your Investment Policy Statement

AAII Silicon Valley Chapter

Saturday, March 9, 2013 from 8:30 AM to 11:30 AM (PST)

Ticket Information

Ticket Type Sales End Price Fee Quantity
Advanced Registration by March 5, Sorry, no refunds
IMPORTANT NOTE: Tickets (AFTER March 5) are $35.00 per attendee on space available basis. REGISTER EARLY!
Ended $25.00 $0.00
Late Registration by March 7, Sorry, no refunds Ended $35.00 $0.00

Share AAII Workshop: Design, Construction & Implementation of Your Investment Policy Statement

Event Details

AAII Workshop: Design, Construction and Implementation of Your Investment Policy Statement (IPS)

Important: Please Note the New Location!

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

Attend This Meeting to Learn:

  • Beyond Risk Tolerance: The Important components of an IPS
  • Bridging the gap between Risk Tolerance and Portfolio Construction
  • Managing Risk is more important than making money

Reasons to Attend This Meeting:

 

  • Planning and Process development are cost effective and time efficient
  • Learn how to address emergencies and “The Next Big Thing”
  • How to avoid the most costly and common investment planning mistakes.

 

Speaker: Richard Farkas CMT / President – Strategic Global Investment Services

Richard Farkas, CMT, President of Strategic Global Investment Services manages ETF portfolios for individuals and institutions. Based in Campbell, CA – Richard is past President of (MTA) Market Technician’s Association – San Francisco Chapter. Richard is a member of the ETF Advisor Hall of Fame recognized by Research Magazine in October 2008. He is a frequent writer for Worth Magazine, KDOW radio guest. His lecture topics include investment strategies, ETFs, and technical analysis.

 

Have questions about AAII Workshop: Design, Construction & Implementation of Your Investment Policy Statement? Contact AAII Silicon Valley Chapter

When & Where


San Jose Airport Garden Hotel
1740 N 1st St
San Jose, CA 95112

Saturday, March 9, 2013 from 8:30 AM to 11:30 AM (PST)


  Add to my calendar

Organizer

AAII Silicon Valley Chapter

The AAII Silicon Valley Chapter is affiliated with the American Association of Individual Investors (AAII), a nonprofit corporation founded in 1978 for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.

http://siliconvalleyaaii.org/

AAII Mission Statement:

AAII local chapters are grassroots organizations led by volunteer AAII members, and allow AAII to extend its mission "person to person" to individual investors in their own communities by offering meetings that provide unbiased investment education in a social context.

  Contact the Organizer

Please log in or sign up

In order to purchase these tickets in installments, you'll need an Eventbrite account. Log in or sign up for a free account to continue.