Exclusive Dinner Symposium, Hosted by Cindy Couyoumjian, CFP® and Cliff Fellows, CFP®
You and a REQUIRED GUEST are invited to attend an Exclusive Dinner Symposium: FINANCIAL LITERACY 101
Date: Thursday, January 23, 2020
Time: Check-in at 6:00 p.m., Event starts at 6:30 pm sharp
Maggiano’s Little Italy®
South Coast Plaza
3333 Bristol St, Costa Mesa, CA 92626
RSVP: Leticia or at (714) 210-0549 or Email email@example.com
FINANCIAL LITERACY 101: Topics of Discussion
- Better Understand why investing in just stocks and bonds or the 60-40 investment model may no longer be relevant in today’s complex and globally interconnected world.
- Learn About Dynamic Asset Classes such as real estate, credit, and absolute return strategies that the largest endowments have used since the 1980s to manage risk and improve performance.
- Providing Investors “Financial Literacy” that will equip you to make well-informed investment decisions. Because today the burden is on the individual investors to figure out his or her retirement needs.
“The number one problem in
today’s generation and economy
is lack of financial literacy.”1
– Alan Greenspan
Former US Federal Reserve Chairman
Source 1. https://www.huffpost.com/entry/financial-literacythe-big_b_10264622?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAFH7h8CkqD03MfstGXAlcL-ZM_XOci-_FquzFFp9H1vdGRsG1onicNlZlhtVg4pcAeYTR9u6jZWyVbQYLjsQZGL7BIodQF8NhytLFCjQMQmXhwZpmfhbpwNJPUbWO-KyVZzjHfTdWPNnU6mb5sdagBEdrdwaklnAN6a0bKUF2K2K
Diversification does not ensure profit or protect against loss in a declining market. Past performance is no guarantee of future results. No investment process is free of risk; no strategy or risk management technique can guarantee returns or eliminate risk in any market environment. There is no guarantee that our investment processes will be profitable. Registered Principal offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered Broker-Dealer and Investment Advisor. Member FINRA/SIPC. Cinergy Financial and IFG are not affiliated entities.