Classroom Session 2 - Portfolio Construction Basics

In our portfolio construction basics class, you'll learn how to build a well-diversified investment portfolio that aligns with your financial goals. We’ll cover essential concepts like asset allocation, risk management, and selecting investments to help you create a solid foundation for long-term growth.

Doors open 15 minutes prior to allow everyone to be seated about 5 minutes before the start of the session.

Please note, classes are adults only.

We are located in Building 8 of the Mayfield Office Park. Please enter through the door marked VIP Entrance.