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Built to Last:

Engineering a Portfolio To Survive in Volatile Markets

Online Virtual Program via Zoom

Tuesday, September 17th at 5:30pm ET (2:30pm PT)

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You're Invited to a Special
Financial Oversight and Guidance
E d u c a t i o n   S e r i e s

This month, we are inviting you to a special online program, featuring investing expert, Mark Matson of Matson Money.

In this month's program, Built to Last: Engineering a Portfolio To Survive Volatile Markets, we'll discuss how small changes can produce superior outcomes.

We'll share how a portfolio engineered utilizing empirically proven academic evidence can create a better investing experience.

PROGRAM ASSERTIONS:

  • Portfolio engineering is the backbone of building efficient portfolios.
  • Portfolio engineering is only as good as the execution.
  • Fees are important, but not the most important consideration in portfolio engineering.
  • Returns matter – make sure your portfolio is performing the way it should.

Part of The Financial Oversight & Guidance
E d u c a t i o n  S e r i e s

An Academic Approach

Following an academic approach, means no guessing needed.

Your portfolio should be engineered to execute through time.

Knowing and relying on the academic evidence creates peace of mind.

Planning for the Future

With all the changes in the economy, technology, and investing, we are doubling down on our commitment to saving families from speculating and gambling with their money.

Come into the fourth quarter with empowering insights that may alter your investing future.

"It's not how much money you make, but how much you keep,

how hard it works for you,

and how many generations you keep it for."

- Robert Kiyosaki


Fill Out the Form Below to Register to the Program.

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