Investment Planning

Monday July, 11th 2pm – 4pm $25++ pp

“The Intersection of Financial Planning and Investments”

How to use financial planning to quantify and control the investment risk in your financial portfolio. Also, using cash flow diversification tools to increase the probability of success of your financial plan.

Don Duncan, CFP, CFA, CPA/PFS, SCEP, MBA will be your instructor for the afternoon.

Zoom available!
Please call member services to reserve 505.995.3500