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Managing Risk in your Investment Portfolio & Networking

Event Cover Photo
Took place 2 months ago
Tue 11 Jun 17:30 - 19:30

Ready to Join?

By invitation only: I have complimentary tickets for this event at the Charles Schwab office in Menlo Park.

Please join us for an interactive discussion on Managing Risk in your investment portfolio during these volatile and uncertain times. The panel discussion will cover a broad range of themes, including investment allocation strategies, the use of stop-losses for downside protection, and the importance of a financial plan. The panelists will also answer questions from the audience.

James E. Demmert, Founder-Managing Partner -Main Street Research LLC

Tyler Brock, CFP®, Senior Wealth Advisor -Beacon Pointe

Tuesday, June 11, Protected content
Presentation: 5:30p.m.

We will be serving an exclusive selection of Protected content wines from Bordeaux's Left Bank including the appellations of Margaux, Pauillac, and Saint Julien. In addition, light appetizers will be served.

Limited space to 10 guests. I may have additional spots open up on Monday, so sign up on the waiting list if interested. Please only sign up if you are SURE you can attend, as we only have a limited number of tickets at this time. Thank you.