Are you doing as well as you should be with investments?  Do you have a strategy?  Are your retirement accounts actually working for you?

To gain valuable insights, join our invite-only Thursday 4:30 PM PT Webinar: “Achieving Better Financial Outcomes” led by Brett A. Janis, CFA.  We will discuss (1) key drivers to achieve sustained strong investment and planning outcomes (2) Important decisions you can make to improve performance and better plan for future goals in retirement. (3) Key self-diagnostic questions to judge the health of your own current approach and identify red flags (4) Opportunity to ask questions, understand options, and take action 

Who should attend:  We welcome all levels of expertise, from seasoned non-professional veterans, to those seeking to improve their core knowledge base and take one more positive step forward. You must register to attend.