Skip Main Navigation
Page Content

Save This Event

Event Saved

2/14/18 LADIES Day Luncheon-J Alan Financial presents "Building an Investment Portfolio That is Right for You"

Events of J Alan Financial

Wednesday, February 14, 2018 from 12:00 PM to 1:30 PM (CST)

2/14/18 LADIES Day Luncheon-J Alan Financial presents...

Ticket Information

Type End Quantity
J.Alan Ladies Luncheon   more info Feb 14, 2018 Free  

Share 2/14/18 LADIES Day Luncheon-J Alan Financial presents "Building an Investment Portfolio That is Right for You"

Event Details

 

Ladies  Day  Luncheon

Please arrive by 11:45 a.m.

 

 Glasses Dow Paper

This month... 

Building an Investment Portfolio

That is Right for You

  • What is Asset Allocation?
  • What is Portfolio Rebalancing?
  • Institutional versus Retail share classes

Look forward to a very interesting discussion at this workshop! 


This fun and informative forum is for: 

  • Women who want to share investment knowledge;
  • Widows or divorcees particularly if your husband handled the investment decisions; 
  • Independent women who have a desire to learn;
  • Women whose husbands are handling your investing decisions;
  • Women who own their own business 

There will be approximately 30 minutes of information and 30 minutes of Q&A prior to lunch being served. No worries if you must leave prior to the end of Q&A we will be happy to box your lunch for you.

You'll enjoy this open conversational forum! Please bring plenty of questions (and some friends, if you would like!) and let's have a fun afternoon! Absolutely no solicitation or obligation at this event.  

 

JimProfilewhite

 

Jim@EnterRetirement.com ~ ph.763/657-1828

*Jim Bear is an Investment Advisor Representative.  We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment Advisory Services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM).  AEWM and J. Alan Financial are not affiliated companies.  AW10174616


 
Have questions about 2/14/18 LADIES Day Luncheon-J Alan Financial presents "Building an Investment Portfolio That is Right for You"? Contact Events of J Alan Financial

Save This Event

Event Saved

When & Where


Pittsburgh Blue Steakhouse
11900 Main St
Maple Grove, MN 55369

Wednesday, February 14, 2018 from 12:00 PM to 1:30 PM (CST)


  Add to my calendar

Organizer

Events of J Alan Financial

J Alan is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.  

*Jim Bear is an Investment Advisor Representative.  We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment Advisory Services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM).  AEWM and J. Alan Financial are not affiliated companies.

 

  Contact the Organizer
2/14/18 LADIES Day Luncheon-J Alan Financial presents "Building an Investment Portfolio That is Right for You"
Things to do in Maple Grove, MN Seminar Other

Interested in hosting your own event?

Join millions of people on Eventbrite.

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.