- March 23, 2019
9:30 am - 12:00 pm
Jim joined Southport Capital in 2008. He is a principal of the firm and serves as the Senior Portfolio Manager. His primary focus is helping small to medium sized business more effectively manage their retirement benefit accounts as well as doing the same for individuals.
This course provides a fundamental working knowledge of the principles of conservative investing through strategic allocation of assets and tactical money management with a view toward developing retirement income. The materials cover varied aspects of conservative investing, such as risk management issues, tactical management theory and models, impact of bear markets on retirement income, aspects of financial decisions, and more, while highlighting the ABC Investing Model.
Students will increase their awareness of the overall risk in the markets as well as possible asset allocation and tactical management models to help mitigate exposure to risk. This course also covers issues in income planning, how to find appropriate financial professional help, and principals sound financial decisions. It is not designed to give specific solutions to individual needs.
This is not a financial seminar; this is a financial course of study where you will leave with the knowledge and confidence to make financial decisions suited to your level of risk and in-line with the goals and objectives you establish.
**Please note that weekday parking for participants is LOT P2
Visitor lot and must pay for parking at the meter kiosk.
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