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Financial Planning Workshop: Building a Diversified Portfolio (Library Webc...

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The Financial Planning Workshop (FPW) series is a set of 9 workshops that cover the basics of financial planning for most individuals. The FPW series includes sessions on:

  • Fundamentals of Investing (completed)

  • Building a Diversified Portfolio

  • Introduction to Computerized Investing

  • Active versus Passive Investing Strategies

  • Retirement Planning

  • Managing your Cash Flow in Retirement

  • Safe Withdrawal Rates from your Retirement Portfolio

  • Social Security and Medicare

  • Estate Planning

These workshops are given at the Los Altos Public Library on the second Wednesday of every month from September 2016 through April 2017. If you're in the area we invite you to stop by and join us in-person. If you're out of area join us via our WebEx session. You can see recordings of past workshops at our FPW Series page


Building a Diversified Portfolio

This is the second in a series of interactive talks on financial planning covering investing, building a portfolio, active and passive investment strategies, retirement planning and more. These workshops are suitable for people starting out or as a refresher course for the more experienced investor.


IN THIS SESSION YOU WILL LEARN:

  • About Modern Portfolio Theory (MPT)

  • How to build a diversified portfolio

  • About Rebalancing strategies

  • How to write your Investment Policy Statement (IPS)


Discussed by: Fred Smith, Registered Investment Adviser

Fred Smith is a long-time board member of the Silicon Valley Chapter of AAII. He retired in 2006 from the semiconductor industry, where he held various engineering and management positions. Fred is a registered investment adviser and has recently retired from a financial planning practice in Los Gatos.


WEBCAST SCHEDULE

6:50 PM: Webcast Sign-On Starts

7:00 PM: Workshop Starts

9:00 PM: Workshop Ends

Note that after registering for the workshop you will receive an email confirming your attendance. Approx. 48 hours before the webcast, you will receive a 2nd email providing the link and password to the webcast.

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