Financial Information, Money Matters: Constructing a Diversified Portfolio for Beginners

Event Details

           

By diversifying your investment portfolio, you are more likely to reduce volatility (risk) and enhance potential returns.  Learn the key elements of diversification

Erika Safran, CFP  is president of  Safran Wealth Advisors, a fee only firm committed to providing expert personal financial planning and  wealth management to clients.  The goal of the firm is to help clients meet their life financial goals by delivering expert, unbiased advice and management, and  placing clients’ interests first.  In addition to serving clients, Erika is an advocate of financial literacy and a regular speaker on financial planning topics especially at  SIBL.  

Sponsored by the Financial Planning Association of New York.

Seating is on a first come first seated basis.