Portfolio Management - Society for Financial Awareness

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Age Group:

Adults, Seniors
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Program Description

Event Details

Join us in the Scott Room to hear from Elbert Chester, CPA and financial literacy educator, as he speaks on the topic of portfolio management. Between finding a suitable financial advisor, robo-advisors, self-directed investing, and more, there are a host of different options for managing one's investments to meet you long-term goals. From managing risk to strategies for maximizing returns, this presentation will equip you with the knowledge base to continue your financial journey with confidence.

Elbert Chester is a certified public accountant, financial consultant, and a master analyst in financial forensics among other certifications. This presentation is organized through the Society for Financial Awareness, a nonprofit educational organization the provides free financial literacy training to businesses and the general public.

Please Note: This program is primarily aimed at those with a limited or basic understanding of portfolio management. It will not be comprehensive or provide in depth coverage of advanced topics in wealth management. All investments carry an element of risk. Please consult with your own financial advisors or consider your unique circumstances before making financial decisions.