Tuesday March 26, 2019
    5:30 – 6:30pm

    Held at:
    Buckingham Financial Group
    Education Center
    6728 Loop Rd #304
    Centerville, OH 45459

    Presented by:
    Ryan P. Johnson CFA, CFP®
    Director of Equity Research

    Have you ever been curious about how portfolios are constructed and managed? We will provide insight and discuss overall stock/bond allocations, equity weights allotted to large cap versus mid/small, domestic versus international, individual stock selection, strategic asset placement, minimizing tax impact, portfolio review process, and incorporating equity research rating changes. Overall, you will learn how each piece of the puzzle fits together to create a well rounded and successful portfolio.

    If you would like to view the event online via Go To Webinar register here.

    If you would like to attend the event in person, please fill out and submit the form below.