What is going on in the economy and should I worry about my investments? What is a diversified portfolio and why should I have one? What’s the best sample portfolio mix for an older adult? How do I find out if I have a case of investment overlap?
Wesley Homes Foundation is pleased to announce the first of a series of three seminars featuring investment experts from Fulcrum Capital. Please join us for:
Are Your Eggs Scrambled…or Just Sitting in One Basket?
Tuesday, March 22nd at 2:00 p.m. at Wesley Homes Lea Hill or Thursday, March 24th at 2:00 p.m. at Wesley Homes Des Moines
Friday, March 18th, 2:00 p.m. – 4:00 p.m. is this still going
This is the first part of a three part series of seminars. You may still be able to catch the presentation in Des Moines this Thursday the 24th at 2:00pm.
This is a subject which interests me. As Will Rogers said: “I am more interested in the return OF my money than the return ON my money”. Being in my 90’s, that is my primary concern regarding investments during these unsettled turbulent times.
That’s wonderful Joseph, and what a great quote! These talks are presented by Fulcrum Capital who will be offering expert financial advice on making sustainable investments as part of a philanthropic legacy. It’s a really unique opportunity and we’re glad to be able to collaborate with them to offer these seminars.