Managing Risk in your Investment Portfolio & Networking
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
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.
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