Educational Seminars & Client Events


  • Thu
    27
    Dec
    2018
    2:00 pm626 Busse Highway Park Ridge, IL 60068

    Are you a client or prospective client with questions about our Year End White Paper or our cautionary portfolio re-allocation strategy? Join us for an hour-long Q&A session on December 27 starting at 2PM.

    This call will be recorded and may contain visual aids and sourced references. The recording will be made available to all PFS clients by private email after its conclusion.

    PFS Meeting Room Link:

    Please join my meeting from your computer, tablet or smartphone.
    https://www.gotomeet.me/personalfinancialstrats

    You can also dial in using your phone. 
    United States: +1 (646) 749-3122 

    Access Code: 308-086-781

    Joining from a video-conferencing room or system?
    Dial: 67.217.95.2##308086781
    Cisco devices: 308086781@67.217.95.2

    First GoToMeeting? Let's do a quick system check:
    https://link.gotomeeting.com/system-check

  • Tue
    15
    Jan
    2019
    6:00 pm626 Busse Highway Park Ridge, IL 60068

    We believe there's evidence pointing towards a major upcoming market downturn. Regardless of whether you agree or disagree, do you know what steps can you take right now to stop a retirement-killing portfolio loss without stuffing your cash into a mattress?

    We invite you to two upcoming seminars at our office which will aim to cover how you can protect yourself from excessive losses in a period of your life when most people’s portfolio can’t afford to take a major hit. With most of us still remembering the 52% losses in the stock market in 2008, most investors are much less eager to revisit such lows again - and this market has the potential to turn into a rout of similar proportions.

     

  • Thu
    24
    Jan
    2019
    12:00 PM, 6:00 PM626 Busse Highway Park Ridge, IL 60068

    We believe there's evidence pointing towards a major upcoming market downturn. Regardless of whether you agree or disagree, do you know what steps can you take right now to stop a retirement-killing portfolio loss without stuffing your cash into a mattress?

    We invite you to two upcoming seminars at our office which will aim to cover how you can protect yourself from excessive losses in a period of your life when most people’s portfolio can’t afford to take a major hit. With most of us still remembering the 52% losses in the stock market in 2008, most investors are much less eager to revisit such lows again - and this market has the potential to turn into a rout of similar proportions.

    There are two time slots for the January 24th seminar. You can choose the time that works best from the reservation link below.