New! Intelligent Investment for Successful Aging
One of the pillars of successful aging is reaching and maintaining one’s financial independence, which requires you to invest your money intelligently. This course provides insights into the strategies for intelligent investing in evolving stock and bond markets with focuses on asset allocation and risk management. In this 8 hour course, Qiumei Sun, CFP®, certified financial planner, formerly senior economist of China’s equivalent of Federal Reserve Bank with over 20 years first-hand financial and investment experience will show you how to build optimal portfolios that account for your own investment objectives, time frame and risk tolerance.
2 Sat 9/16-23; 1-5PM;
CSM, Bldg 14., Rm 118. . . . . . . $55