Strong Women, Powerful Financial Strategies

March 30 , 2010
8:00am-9:30am

Chamber of Commerce Boardroom
580 Castro Street
Mountain View, CA 94041

Presenter: Jacqueline Kwong - Ameriprise Financial

This seminar addresses the concerns of women and specific issues that affect them in financial planning. It reviews myths or mindsets some women may have about money, and suggests the PACT (Prepare, Accumulate, Consume and Transfer) process to encourage investing. The seminar assumes a long-term outlook for investing, covers asset allocation and diversification, and provides sample target portfolios.

CLICK HERE TO REGISTER

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