How to Build and Maintain an All Weather Investment Portfolio with Allison M. Barrientos, CPA, CFP®
Allison M. Barrientos, CPA, CFP®, will discuss many of the sophisticated, yet simple, portfolio management principles that institutional investors employ, and how you can apply these principles to your personal portfolio. Learn how to plan for the future from a local expert in October during National Estate Planning Awareness Month.
Future Financial Awareness Workshops in October 2018:
2018 Tax Law Changes and Last-Minute Tax Saving Tips with Travis H. Long, CPA, Tuesday, October 23, 6:30 – 7:30 pm, Monterey Public Library Community Room.
This event is part of The Next Chapter: Designing Your Ideal Life lecture series sponsored by the Friends of the Library and the Monterey Public Library Endowment Committee.
Cost: Adults are invited to attend. Admission is free, and reservations are required. Call (831) 646-5632 or email email@example.com.
625 Pacific St.
Monterey, CA 93940
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