5 Myths of diversification that can destroy wealth

Wednesday, Jun 26, 2019

12:30pm – 1:30pm

In this lunch & learn, we plan to expose the myths that surround diversification.

  • How it can be a sheep in wolf’s clothing.
  • How your advisor thinks of it.
  • How you should think of it.
  • Is diversification still effective?
  • What’s the true purpose of diversification?
  • Why will you and your advisor never truly see eye-to-eye?

We will attempt to help you understand what real diversification is and how to implement it.

Event Location

RIA office
11750 Katy Fwy
Houston, TX

Event Fees