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Financial Happenings Blog
Wednesday, December 03 2008

This week, Scott Francis & I conducted a presentation for members and friends of the Institute of Electrical and Electronic Engineers.

The presentation looked at:

  • The habits of building wealth
  • Building an investment portfolio
    • 3 Key decisions:
      • Asset Allocation
      • Keeping fees low
      • Active v passive investment approach
  • A synopsis of the current market situation and the impact on building portfolios

We have uploaded the Power Point presentation to our website for those interested - Simple Steps to Financial Success in the Current Climate.

Scott Keefer

Posted by: Scott Keefer AT 07:03 pm   |  Permalink   |  Email
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