F4: Forensic Investing: (CSI) Client Sensitive Investments

Event Date: Monday, March 6, 2023
Event Time: 10:30 am
Event End Time: 12:00 pm
Event Category / Group: iLife / Fitness & Activities
Event Location: Multipurpose Room

Do you want to improve your investment decision making? The term "forensic investing" may conjure up images of detective-like professionals scouring files, conducting interviews, and running background checks. Even though reality may not be as exciting as your favorite crime scene investigation show, forensic investing principles can help you become a stronger and wiser investor and dig deeper into the investment vehicles you might be using and the potential risks you're adding to your portfolio.
Purpose: Learn about forensic investing
Facilitators: Dennis Landfried, Joe Cleveland, Dallas Revord (Guest Presenter - FineMark Bank)