The "Road To Success" Web Workshop Series covers all aspects of the Investment Plan and teaches you how to mange your personal program with reasonable (and attainable) expectations. Learn from an investment panel with over 100 years of professional experience.
Workshops are live, Q & A tolerant, and they take place on your desktop--- wherever you are. And, best of all, no one will try to sell you anything.
Session One: Investment Planning, Risk Minimization, & Market Cycle Management:
1. Investment Planning; Income Requirements; Asset Allocation; Changing Existing Portfolios
2. Risk Minimization; Cost-Based Asset Allocation; Security Selection Criteria; Diversification Rules; Profit Taking
3. The Investment Environment; Cycles; Valis Expectations; Short Term Dislocations
Session Two: Income & Equity Investment Management; Selection Criteria; Wall Street Demons
1. Retiremen/Income Portfolios: Security Types; Yield Assumptions; Focus
2. Equity Portfolios: Selection Universe; QDI; Bull Pen; Reasonable Targets; Focus
3. Exorcizing Wall Street Demons: Market Value; Calendar Year; Indices; Products;
Session Three: Investment Tools, Rules, Terms, and Concepts :
1. Tools: S & P Guide; Watchlist Program; IGVSI; WCM Friendly Advisors
2. Rules: Macro & Micro Buying; WCM Asset Allocation; Profit Targets; ATH Decisions
3. Concepts: WCM; Smart cash; Bull Pen; Investor's Creed; Base Income
4. Terms: Day-Limit; CEF; Selection Universe; Total Return; Certainty; Working Capital, etc.
Seminar Registration: Email Steve - sanserve-at-aol-dot-com
