Name
Foundations of Investing: Building a Diversified Portfolio
Date & Time
Friday, February 14, 2025, 3:20 PM - 4:10 PM
Adam Cmejla Natalie Schmook
Description

This course provides a comprehensive overview of core investment principles, tailored specifically for optometrists. Whether you're just starting your investment journey or have been investing for years, this presentation will cover the essentials of stock market investing, portfolio diversification, and risk management. The course also explores how real estate can complement your overall financial strategy, offering insights into different ways to invest in real estate, including direct ownership, REITs, and syndications. By the end of the course, participants will gain a deeper understanding of how to build a balanced portfolio that integrates both traditional investments and real estate to support long-term financial growth.

Intended Audience
ODs and Owners