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MJS Seminar - Live Recording

AUGUST 2017
Wealth Management Session 2
1 hours, 23 minutes

Speakers Mark Smith, CFP®, CPA/PFS, CIMA® and Drew Harper, CFA, CFP® share a comprehensive overview of wealth management, including: 1 - seven steps to building an investment portfolio around your long-term goals; 2 - why managing risk is more important than achieving high returns (with a case study); 3 - integrated tax strategies integrated into your portfolio design; 4 - investment selection criteria; 5 - five essentials to help towards successful wealth management.

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