25 Oct
What is Your Risk Number?

Organizer

Pharos Wealth Strategies pharoswealth@wradvisors.com

Presenter

David Ballard

Description

David Ballard, CFP, ChFC and Financial Advisor with Waddell & Reed, will be presenting a new way of looking at your portfolio that quantifies your risk tolerance as an investor in a new, fun and intriguing way that is built on decades of academic research.

This event is meant for educational purposes only.  It should not be considered investment advice, nor does it constitute a recommendation to take a particular course of action. Please consult with a financial professional regarding your personal situation prior to making any financial related decisions.  09/19

Date and Time

Fri, Oct 25, 2019

12:00p - 1:00p CST

Location

San Antonio Office

13750 San Pedro Ave
Ste 145
San Antonio , TX 78232
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PT1H

Event Registration

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