| Details |
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.
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