Money Matters: The Importance of Asset Allocation in Building a Diversified Portfolio

Event Details

                                                    

A soaring dollar and interest rate increases can create havoc in your  portfolio. Are foreign investments an opportunity or a liability? Does your bond portfolio carry greater risk?   Erika Safran, CFP discusses  how different asset classes react and share investment strategies for a new era of currency wars.    

Erika Safran, CFP® is founder of Safran Wealth Advisors.  She is an adjunct faculty member in the CFP program at Baruch College, and a board member of the NY Chapter of the Financial Planning Association and member of the Financial Women's Association. Presented by the Financial Planning Association of New York.

Part of Financial Planning Day @ SIBL

 

Seating is on a first come, first seated basis.

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  • Audience: Adults, Businesspeople