Speaker Name(s): Paul Fettes CFA, CFP Description: “Fads are the kiss of death. When the fad goes away, you go with it.” - Conway Twitty. Understanding core concepts will help you identify and protect yourself against investment fads and build a solid investment strategy. In this workshop we talk about investment components, types of risk and how to avoid them, and the factors that contribute to your successful investment strategy.
Questions and discussions are encouraged and are an integral part of this workshop.