Events

Our Upcoming Events


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About this Event

Topic: Looking Forward: Using Asset Allocation Tools to Plan Today for Tomorrow

In this Workshop, Lorri will review general market conditions that will help put some perspective on Baird's current outlook on the economy. This information will be used as a guide to help tie it all together and illustrate how this knowledge can help you save toward your retirement goals.

Lorri will then cover some basic information about investing that will help you:

  • Take a look at the importance of understanding risk versus reward in terms of long term investing strategies
  • Review the substance of what helps make a portfolio well balanced or diversified
  • Understand why it’s important to develop a diversified portfolio
  • Determine your next steps as you continue participating in your company’s qualified plan

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Date and Time
Mon, November 4, 2019
12:00 PM – 1:00 PM CST

Location
The Connective
320 Main Avenue
De Pere, WI 54115

Our Past Events


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LPGA Golf Clinic: July 2019


Women and Wealth Workshop at The Connective: May 2019


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Paper Shredding and Electronic Recycling Event: May 2019


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Keller Williams Tax Seminar: January 2019

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