Fundamentals of Investing Seminar
Fundamentals of Investing Seminar (New in 2018)
Sunday, November 25, 2018
Download a complete Seminar Agenda.
TIME TOPIC PRESENTER
09:00AM – 09:45AM Continental Breakfast
09:45AM – 10:00AM Opening Remarks
12:00PM – 01:00PM Lunch
03:00PM – 04:00PM Asset Allocation & Jason B. Miyashita, CIMA®, CRPS®, AIFA®
Portfolio Optimization Managing Director
Raymond James & Associates (RJA)
04:00PM-04:15PM Closing Remarks
This Seminar is designed for individuals new to investments and investing, or for those in need of a refresher. The characteristics, types, risk and rewards for the most common types of investments will be addressed. The concluding session will bring it all together and explain how they fit into an overall investment portfolio, whether it be for an individual investor or a large public fund. Completion of the seminar is recognized by the awarding of a Certificate of Completion. No examination is required. No prerequisite.
For any inquiries, please direct your email to APAFS Administrator .