Financial Checkup: Taking Stock of Your Personal Investments
$5 – $10
Financial Checkup: Taking Stock of Your Personal Investments

Financial Checkup: Taking Stock of Your Personal Investments

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AIA San Francisco

130 Sutter Street

Suite 600

San Francisco, CA 94104

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With much of 2016 in the rear view mirror, the final weeks of the year may provide an excellent opportunity to assess and review your financial goals and determine whether your investment portfolio is positioned to pursue your long-term financial needs.

This non-commercial workshop will provide objective information about the investment landscape and how to go about reviewing your portfolio. Called “Lessons Learned: Five Investment Principles for Today and Beyond”, this session will take place from Noon to 1:30 pm on November 16, 2016 at the AIA offices in San Francisco.

The session examines the history of financial markets to reveal patterns and trends that underlie key principles of successful investing. Learning about these concepts may help you think about your current goals both today and for the future, as well as help you evaluate your current investments. The educational objectives for this session include:

  1. Explore five fact-based investing concepts
  2. Learn how to stay focused and keep emotions in check through volatile markets
  3. Discuss and share your investing experiences with others

It can be very easy to forget about this important part of our lives when we are so busy working in a very dynamic profession. Take advantage of this opportunity to become a more informed and confident investor!



About the Presenter

William "Bill" Pollak is the Founder and Managing Principal of Itineris Financial Advisors in the San Francisco East Bay. Bill started his financial advisory practice as a result of his personal experience with career change and other notable mid-life transitions. Over time, as he met others seeking to define the next chapter of their lives, he was inspired to form a financial advisory practice focused on serving the needs of entrepreneurs and executives embarking on new professional and personal paths and seeking to feel confident about their financial future. Bill is a Registered Representative with and securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. He may only discuss and/or transact securities business with clients in California, New York, Massachusetts, or Arkansas.

Bill has been a past speaker at AIA SF and is passionate about providing objective financial education. He is also a Volunteer Panelist at the Job Forum of the SF Chamber of Commerce and a Volunteer Job Search Coach at the Jewish Vocational Service in San Francisco.

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Date and Time

Location

AIA San Francisco

130 Sutter Street

Suite 600

San Francisco, CA 94104

View Map

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