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Webinar: Investments Planning and the Basics of Asset Allocation

marzo 15 @ 12:00 pm - 1:30 pm

$30

Webinar: Investments Planning and the Basics of Asset Allocation
Virtual

Code: 2021-71LL

Lunch & Learn

Financial IQ: A Financial Well-Being Education Program

The “Financial IQ Lunch & Learn Meetings” – is a Financial Well-Being educational program brought to you by The Fiducial Adviser™ – The program comprehends a series of practical, straight to the point, highly colorful and highly visual financial planning seminars that address the fundamentals of financial Well-Being.  The series are divided into four (4) main areas: behavioral finance, investments, retirement planning and variable annuities.

Part II – Webinar: Investments Planning and the Basics of Asset Allocation

This is an investment planning and asset allocation seminar in which you will understand the investment basics and what is asset allocation while working and asset allocation in retirement.

Objective: Upon completion of this course participants will be able to learn why invest, understand your risk tolerance, know the importance of diversification, identify the most common asset classes, balance your assets throughout the investment risk pyramid.

Instructional Delivery Method: "Programa de grupo por internet: webinar en vivo".

P. R. Field of Study: General

NASBA Field of Study: Finance – Technical

Pre-requisite: None

Advance Preparation: None

Level: Basic

Date: March 15, 2021 NUEVA FECHA

Registration: 11:15am – 12:00pm                      Webinar: 12:00pm – 1:30pm

Instructor: Daniel González Maisonet, CPA, MBA; Owner; Financial Planner & Registered Investment Adviser Representative at The Fiducial Adviser

Place: The webinar will be transmitted via Zoom.


Discount: Complete Program (4 courses) – $10*

*To obtain the applicable discount through "online" registration, you must use code: FIQ20


Auspician:

The Fiducial Adviser         Fulcro Insurance


Materials: This course will be paperless and the materials will be distributed electronically. Download them through "Mi Perfil", on the Colegio's website, where will be available for seven days after the event. Electronic devices may be brought to the classroom to access the downloaded materials.

Electronic evaluation: Once you have registered your entry to this educational activity, you can quickly and easily access and complete the evaluation through "Mi Perfil". On our website "Home" page you will find detailed instructions for completing the form.

Notice: The Colegio de CPA reserves the right to substitute instructors and suspend a course due to insufficient enrollment or other causes beyond our control. We reserve the right to refuse admission. Space is limited. Registration is subject to the available slots. The tuition price for CPA applies to those who at the time of registration do not owe debts to the Colegio.


INFORMACIÓN IMPORTANTE

I. Conectarse a la transmisión:

a. Enlace

En este seminario se utilizará la aplicación de Zoom. Luego de registrarse, encontrará en “Mi Perfil – Educación – Registros” el enlace y contraseña en donde tendrá que completar su información para poder acceder al curso. Le recordamos que tanto el enlace, como la contraseña no podrán ser compartidos.

b. Otras

El Colegio de CPA no será responsable por los problemas técnicos que el participante pueda confrontar en el uso de su equipo o de su conexión de internet durante la transmisión de este seminario virtual.

II. Horario

Permanecer atento a la conferencia desde su comienzo hasta el final, tomando un receso cuando así lo indique el instructor y regresar puntualmente de éste.

III. Preguntas y respuestas

Enviar sus preguntas o dudas durante el seminario a través de este sistema por la pestaña llamada “Q & A”.

Las preguntas recibidas se contestarán durante el seminario.

IV. Validación de asistencia de acumulación de horas-crédito:

Para poder acumular las horas-crédito correspondientes a este seminario necesita estar atento y presionar de inmediato cada "pop up" que aparecerá en pantalla de manera aleatoria a través de toda la transmisión, asegurándose de responder un mínimo de 75% de éstos.

Precio General: $30.00 hasta 03/14/2021
Precio General: $40.00 hasta 03/15/2021
Colegiado sin deuda: $20.00 hasta 03/14/2021
Colegiado sin deuda: $30.00 hasta 03/15/2021
Precio Miembro Fundación CCPA: $20.00 hasta 03/14/2021
Precio Miembro Fundación CCPA: $30.00 hasta 03/15/2021

Gonzalez Maisonet, Daniel
Conferenciante

Credit – General: 1.50

Detalles

Fecha:
marzo 15
Hora:
12:00 pm - 1:30 pm
Precio:
$30
Categoría del Evento:

Lugar

Virtual