April’s monthly investor workshop is titled REBALANCING – WHAT’S THE BIG DEAL?
Thursday, April 25th at 7:00 PM
Betzel Wealth Advisors Office
2720 Airport Dr. Suite 100
Columbus, OH 43219
Do you ever wonder how you can harvest gains made in an up market or mitigate losses during periods of market decline?
Is YOUR Portfolio re-balanced? If so, why and how often? Does it matter?
What is the relationship between asset allocation, risk management, and tax considerations?
Please join us for a fun and informative evening! This workshop is free and open to the public. Please RSVP here so we can have adequate materials. Light refreshments will be served.