​Welcome to Money Talks | Discussion 4

​​​This is part of the educational personal finance discussions designed to help women build money confidence — together.

​​​What We’ll Cover

​​​In Goal-Based Investment Planning & Portfolios, we'll use a case study to walk through how to build an investment portfolio aligned with your financial goals.

​​​This includes:

• ​Building Portfolios for Different Financial Goals

  • ​Risk Appetite & Profile

  • ​Asset Allocation / Asset Mix

  • ​Organizing Portfolios By Goals

  • ​Modern Day Investment Strategies

  • ​Dollar Cost Averaging Strategy

  • ​Portfolio Diversification Strategies

  • ​Selecting Assets (Stocks, Bonds) For Portfolios​

​​​You’ll leave with a plan, a toolkit, and the support of a community doing this together.

​​​Register to sync your calendars so you can get timely reminders!