"Decanting - Not Just for Wine" & "Match Portfolio Construction to Your Financial Situation: Understanding Stocks in an Asset Allocation"

March Educational Program 2024 | Hybrid

March 20, 2024

8:30 am
Coffee Social

9:00 am
1st Presentation: Decanting - Not Just For Wine
Presented by: Kevin McKinnis from BakerHostetler

10:00 am
2nd Presentation: Match Portfolio Construction to Your Financial Situation: Understanding Stocks in an Asset Allocation
Presented by: Zachary A. Abrams, CFP® from Capital Advisors

Reminder: Attending in person, location is 9150 South Hills Blvd., (Lower Level) Broadview Heights Ohio 44147 unless otherwise noted.  Attending virtually, Zoom details will be provided during the registration process.