Halvorson's Cocktail Hour: Optimizing Your Investment Portfolio

16 Church Street,Burlington VT 05401

28 October, 2021

Description

Are you missing out on investment returns due to high fees or a poorly constructed portfolio? Identify areas for improvement. Financial Advisor, Hans Smith, will begin the evening sharing his insights into portfolio construction and discussing various factors that impact investment returns. He will also touch upon the many different ways that investment advisors are compensated. Learn what to look out for. Hans' short presentation will be followed by cocktail hour: drinks, appetizers, and a chance to mingle with neighborhood businesses. If you have any questions about investing or financial planning that you've been wanting to ask a professional, we encourage you bring them along! Please register in advance to help us plan for food and drink. About Hans: Hans is a fiduciary financial advisor with the Burlington-based firm One Day In July. He enjoys teaching clients the value of low-cost asset class diversification and the importance of risk management. Hans believes every investment position in a portfolio should serve a purpose, and that purpose should not be to benefit your broker. One Day In July LLC is an SEC-registered investment advisor. Registration does not imply a certain level of skill or training. One Day In July LLC does not guarantee actual returns or losses. This content is for educational purposes only and is not investment advice. Individual circumstances may vary.