Fin & Vin: A Financial Seminar

2100 Cane Island Parkway,Katy TX 77493

10 September, 2022

Description

Come Fin & Vin with us! On Saturday, September 10th 5:00-6:00pm in the Retreat Join resident Bob Fuest of Fuest & Klein Wealth Advisors for some wine and Finance! Limited space available, & tickets are $5 a piece Ages 21+ Wine will be provided Financial Seminar: Be Informed On What Is Going On In Capital Markets & Learn How Financial Planners Diversify In These Markets! During the first half of the seminar, you will learn about why the first half of 2022 was so difficult & what Bob expects for the remainder of the year & where he thinks interest rates are going, how that will affect the housing and Bond markets, and what he thinks you should do in these times of prolonged inflation. For the second half of the seminar, Bob will discuss tools to use to properly diversify a securities portfolio, not a mutual fund or ETF portfolio. He will talk about a customized set of Asset Classes his firm uses and discuss how they work within a portfolio. There will be no securities recommendations. An licensed Advisor should always be consulted before taking recommendations from third parties.