Our Lifelong Learning Committee brings you:
"Powerful Investment Policy Statements"
a. Understand the most important elements to include in an Investment Policy Statement b. Learn how to align/merge a clients’ values and personal life goals into an Investment Policy Statement, and from there, into their investment portfolios. c. Complete an Investment Policy Statement connected to Case Study client profiles and real time discussion - a true peer to peer test of your listening and fact gathering skills, your investment policy comfort and drafting skills, and your capacity to link what your clients' value with where you might begin the investment selection process.
a. Understand the most important elements to include in an Investment Policy Statement
b. Learn how to align/merge a clients’ values and personal life goals into an Investment Policy Statement, and from there, into their investment portfolios.
c. Complete an Investment Policy Statement connected to Case Study client profiles and real time discussion - a true peer to peer test of your listening and fact gathering skills, your investment policy comfort and drafting skills, and your capacity to link what your clients' value with where you might begin the investment selection process.
Be one of the first 25 to register and receive our VIP welcome! ____________________ Registration opens: 2:00 pm
Committee Shirtsleeves: 2-2:30pm Chapter Business: 2:30 - 3:00 pm Speaker Presentation: 3:00 - 5:00 pm Social Hour: 5:00 - 6:00 pm
Office Hours:Mon-Thurs: 9:00AM - 5:00PMFri: closedPhone: 480-483-9035Fax: 480-922-5283
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