Building on the previous three courses, you'll be introduced to 'adaptive' or tactical asset allocation within the context of a set of 'fixed standards' for making investment-related decisions. This course is also designed to test the knowledge and 'know-how' you've gained from taking the series. Pre-registration is required and begins on Monday, August 13. Call the Reference Desk at 546-0720 x 106 to reserve a spot.
This is the fourth program in the five-part series "Your Money in the Balance". Additional programs in this series:
Your Investing Foundation: The "3 R's"
Wednesday, September 19 at 7:00pm.
Assets and Liabilities and Goals: Oh My!
Wednesday, October 3 at 7:00pm.
Funding Your Present and Future Self
Wednesday, October 17, 7:00pm.
Finding Mr. or Ms. 'Right'
Wednesday, November 28, 7:00pm.
This series is brought to you by the Michigan Office of Financial & Insurance Regulation and the Investor Protection Trust in Washington D.C.. A private 15-minute portfolio review is available on a first-reserved, first-served basis before the start of each program in this series. Please inquire when you register.
For additional information about the series: