Managed Accounts

ABOUT THIS WEBINAR
If you have a financial advisor or money manager who is under-performing in this market do you think they will call you and fire themselves?

Learn how we have purposefully positioned ourselves to avoid this
conflict of interest with our managed accounts and keep your best interest first. If you have an advisor that hasn't it may be a costly mistake!
AGENDA
  • The 5 keys to a great managed account
  • Why this is an unprecedented time in history
  • The reason investors typically under perform
  • What is Behavioral Finance and how can it dramatically affect your returns?
  • A solution that is cheap and simple and productive
ADDITIONAL INFO
  • When: Mountain Time (US & Canada)
  • Duration: 1 hour
  • Price: Free
  • Language: English
  • Who can attend? Everyone
  • Dial-in available? (listen only): Not available.
FEATURED PRESENTERS
  • Webinar hosting presenter

    Joe Sturniolo

    CEO, CFP
    Joe is a registered CFP®, educator, author, and speaker with over 38 years of experience, who specializes in Wealth Transfer. In the past, Joe was a featured panelist for both The Denver Post and The Rocky Mountain News. Joe was also a regular...
    Full Profile
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