Class Eleven
Tax Efficiency Management — Converting IRA to Roth IRA, JTWROS vs Community Property, Real Estate
Class Twelve
Review of Class, DIY Investing, Hiring an Adviser, Checking in With Your Current Adviser
Class Ten
Estate Planning Maintenance — Account Types, Trusts, Estate Planning Checklist
Class Nine
Phase III — Portfolio Monitoring, Estate Planning Maintenance, Tax Efficiency Management, Portfolio Monitoring Frequency
Class Eight
Investment Objectives, Risk Tolerances, Example Portfolios Based Upon Investor Avatars
Class Seven
Modern Portfolio Theory — Beta, Alpha, R-Squared, Mean Return, Standard Deviation and Sharpe Ratio
Class Four
Phase II — New Portfolio Construction, Law of Large Numbers, Dollar-Cost Averaging, Systematic & Unsystematic Risk
Class Three
Account Types, Funds, Market Indices, Portfolio Diagnostics, ETFs & Mutual Funds
Senior Health & Resource Fair
Exhibits and Demonstrations!
Live Music at the Indoor Stage!
Prizes & Giveaways!
Free Admission & Free Parking
Class Two
Phase I — Diagnostic of Cash-Flow, Insurance, Estate Planning, Tax Real Estate & More
