CM Template
Finding Financial Balance - Merging strategies of asset allocation with tax-diversity
Light snacks and beverages served!
What You Will Learn:
Most people today practice some form of "vertical diversification," that is, diversification of risk. But risk allocation is just part of the story. This interactive workshop will help attendees discover the value of proper "horizontal diversification," that is; diversification between tax treatments; the potential rewards associated with such a strategy; and how to integrate the concept into their own personal planning.
Date and Time
Thursday Mar 7, 2019
5:30 PM - 6:30 PM MST
Thursday, March 7th, 2019
Interactive Workshop: 5:30 - 6:30 PM
Location
Aurora Chamber of Commerce
14305 E. Alameda Ave., Ste. 300
Aurora, Colorado 80012
Fees/Admission
Free for Chamber Members and guests! Please register!
Contact Information
Rebecca Ebner
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