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Thu, Jun 20

|

302 Mountain View Dr., Suite 201

Seminar - Asset Allocation

Understanding asset allocation principles is critical to your long-term financial well-being.

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Time & Location

Jun 20, 2019, 5:30 PM – 6:30 PM

302 Mountain View Dr., Suite 201, 302 Mountain View Dr, Colchester, VT 05446, USA

About the event

Understanding the asset allocation principles is critical to a person’s long-term financial well-being. In this seminar, we'll provide a general outline of asset allocation and a summary of what is meant by conservative, moderate and aggressive asset types. We'll talk about of asset allocation during your working years and how it may be different during your retirement years is highlighted.

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Professional Financial Associates, LLC

380 Hurricane Lane, Suite 201 Williston, VT 05495

802.239.6201

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 Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC.

 

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