Investor Behavior
This event has already occurred
August 19, 2019
Location: Landmark 4 Lower Level
Address: 1628 Dickson Avenue, Kelowna, BC V1Y 9X1
Time: 1:30pm - 2:30pm
Website: View Website
2019-08-19 13:30:00
2019-08-19 14:30:00
America/Vancouver
Investor Behavior
We are at or near the top of a long bull market – Are you ready for a market correction?
What should your portfolio look like to minimize downside risk but still participate if the markets continue to climb?
More importantly, do you have POSITIVE or NEGATIVE Investor Behavior?
This is a brand new session!
Come learn the psychology of investors.
How avoid common mistakes and how to properly prepare yourself and your investments for the future!
Our speakers:
Kayla Caruana, CFP, BBA, RRC & Karen Erickson, CFP, RRC - IG Wealth Management
A mother-daughter team that specializes in retirees and incorporated individuals. They are both Certified Financial Planners (CFP) and are members of the Financial Planning Standards Council (FP Canada). With over 21 years of experience Karen specializes in estate planning and strategic charitable giving. Kayla, with a Bachelor’s Degree in Finance, specializes in insurance planning and retirement income planning. They focus on holistic financial planning enhanced by excellent client communication.
Landmark 4 Lower Level 1628 Dickson Avenue, Kelowna, BC V1Y 9X1
events@kelownanow.com
We are at or near the top of a long bull market – Are you ready for a market correction?
What should your portfolio look like to minimize downside risk but still participate if the markets continue to climb?
More importantly, do you have POSITIVE or NEGATIVE Investor Behavior?
This is a brand new session!
Come learn the psychology of investors.
How avoid common mistakes and how to properly prepare yourself and your investments for the future!
Our speakers:
Kayla Caruana, CFP, BBA, RRC & Karen Erickson, CFP, RRC - IG Wealth Management
A mother-daughter team that specializes in retirees and incorporated individuals. They are both Certified Financial Planners (CFP) and are members of the Financial Planning Standards Council (FP Canada). With over 21 years of experience Karen specializes in estate planning and strategic charitable giving. Kayla, with a Bachelor’s Degree in Finance, specializes in insurance planning and retirement income planning. They focus on holistic financial planning enhanced by excellent client communication.
