Three Degrees of Engagement in Personal Investing (Intermediate)
Overview
Whether you are an experienced investor or just learning to understand a financial statement, these sessions will provide you with information to better grasp your own and your family’s financial picture and give you hands-on strategies to apply your learnings.
- An introductory session will focus on financial literacy, including: budgeting, banking and credit, taxes, and financial institutions.
- An intermediate session will focus on investment strategy, including: establishing objectives, return and risk measures, defining asset classes, and setting asset allocation.
- An advanced session will go deeper into investment portfolio mechanics, with topics including: investment vehicles and management styles, factor construction, and liquidity management.
Paulina Cromwell, CFA, Product Manager, Family Office Exchange
Jeffrey Dunn, CFP, Director, Client Advisory Team, Tolleson Wealth Management
Kristi Kuechler, Managing Director, Investor Market, Family Office Exchange