Exclusive Dinner Symposium, Hosted by Cindy Couyoumjian, CFP®
You and a REQUIRED GUEST are invited to attend an Exclusive Dinner Symposium:
FINANCIAL LITERACY 101
Date: Thursday, February 20, 2020
Time: Check-in at 6:00 p.m., Event starts at 6:30 pm sharp
Ruth’s Chris Steakhouse
2961 Michelson Drive, Suite A, Building 10
Irvine, CA 92612
RSVP: Leticia or at (714) 210-0549 or Email firstname.lastname@example.org
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 1980’s 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.