COLORADO SPRINGS – You’ve been wise and invested in protecting your assets with a Trust; we want you to be sure those assets are working for you efficiently! Please join Hammond Law Group and our in-house Certified Financial Planner™, Patrick Johnson, for pizza, a short presentation about investing traps to be wary of, and lively, informative open-table discussion, including:
- Common misconceptions about investing and what Wall Street doesn’t want you to know
- Modern Portfolio Theory (the industry’s benchmark for asset allocation)… how modern is it?
- How important is having a financial advisor who is a fiduciary (and how do I know if I have one)?
- Mutual Funds were a revolutionary investment tool at one time. Are they still the best option for you?
Bring your questions and get clear, concise answers! Lunch will be provided. We look forward to seeing you there!
|Date:||Tuesday, June 25, 2019|
|Location:||Phyllis A. Hammond Educational Center, 2955 Professional Place, Suite 101, Colorado Springs, CO 80904|