Developing Your Investment Strategy

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Regus Office

2305 Historic Decatur Rd

Suite 100

San Diego, CA 92106

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Looking for a fun, non-judgmental environment to talk about money and investing?

We will cover:

Market update: A brief snapshot of where we stand in the current economic environment.
Drivers of Return - where does return come from and what should you focus on when evaluating an investment.
Diversification - what does it mean, why is it so important and how does it help in achieving your goals.
It's not what you make, it's what you keep - ways you can invest more efficiently and actions you can take to keep more money in your pocket.

Our goal is to provide you with empowering financial education and actionable advice and strategies. All income and asset levels are welcome.

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Date and Time

Location

Regus Office

2305 Historic Decatur Rd

Suite 100

San Diego, CA 92106

View Map

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