The Mother's day Special

Free webinar

Portfolio Building & Reviewing 101 [Intermediate and Advanced]

online/members only
Feb 13, 2025 17:00
Members Only

Take control of your financial future by learning how to build and evaluate a strong investment portfolio. This session will provide practical strategies to help you align your investments with your goals and adapt to market changes.

You will learn:

  • How to assess your current portfolio and identify gaps.
  • Steps to diversify your investments for risk management.
  • Understanding asset allocation and rebalancing techniques.
  • Tips for aligning your portfolio with short- and long-term financial goals.
  • Tools and resources to simplify portfolio tracking and analysis.

This webinar is for … anyone looking to start, refine, or optimize their investment portfolio—whether you’re a beginner or a seasoned investor aiming to maximize returns!

Meet the speakers

Lisa Meller
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Portfolio Building & Reviewing 101 [Intermediate and Advanced]

Take control of your financial future by learning how to build and evaluate a strong investment portfolio. This session will provide practical strategies to help you align your investments with your goals and adapt to market changes.

You will learn:

  • How to assess your current portfolio and identify gaps.
  • Steps to diversify your investments for risk management.
  • Understanding asset allocation and rebalancing techniques.
  • Tips for aligning your portfolio with short- and long-term financial goals.
  • Tools and resources to simplify portfolio tracking and analysis.

This webinar is for … anyone looking to start, refine, or optimize their investment portfolio—whether you’re a beginner or a seasoned investor aiming to maximize returns!

Meet the speakers

Lisa Meller

How it works

Sign-up for webinar using the form to the right.
You will receive a confirmation email.
One hour before the webinar begins, you'll receive a reminder email/text containing the access link.
Click on the access link from the email and enjoy our free webinar.

If you have any problems please contact us at [email protected]

Portfolio Building & Reviewing 101 [Intermediate and Advanced]

Take control of your financial future by learning how to build and evaluate a strong investment portfolio. This session will provide practical strategies to help you align your investments with your goals and adapt to market changes.

You will learn:

  • How to assess your current portfolio and identify gaps.
  • Steps to diversify your investments for risk management.
  • Understanding asset allocation and rebalancing techniques.
  • Tips for aligning your portfolio with short- and long-term financial goals.
  • Tools and resources to simplify portfolio tracking and analysis.

This webinar is for … anyone looking to start, refine, or optimize their investment portfolio—whether you’re a beginner or a seasoned investor aiming to maximize returns!

Meet the speakers

Lisa Meller

We are committed to educating and empowering women to take control of their finances and to live life on their own terms.

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