Market Update Seminar

Current Events & Your Portfolio

March 17, 2015

Aradhana Kejriwal, CFA

The divergence of monetary policies. Will rates rise or fall (and when)? European economic weakness, low oil prices, and the strong U.S. dollar. All these factors and more could affect investment performance in the coming year.

Is your portfolio ready? Find out! Our goal is to help you balance current events and investing strategies so you can feel confident in your portfolio design for the long term.

This casual, interactive conversation works well over lunch with question-filled audiences. It’s presented by Aradhana Kejriwal, CFA, Director of Investments, and/or Deepa Lahoti, VP, Business Development.

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When wealth advisors look and sound the same, how do you choose? A coin flip? Pick your neighbor? Why leave such an important decision to chance? Instead, join us at an upcoming workshop. Hear recent research, discover new insights, and experience JOYN’s transparency and expertise firsthand.

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