Shaken and Stirred! Prudent Purse Event Highlights

Shaken and Stirred! Prudent Purse Event Highlights

Like a good martini, your portfolio needs just the right mix!  The theme of the evening…Shaken and Stirred.  

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The last Prudent Purse event of the year was a success!  Over 50 women joined in a holiday drink and food demo at our headquarters in Newport Beach. Our guests were engaged in an interactive exercise designed to demonstrate the key differences between retirement and non-retirement accounts, investment types and taxation and the importance of asset allocation.  

For recipes from the evening and past Women’s Advisory Institute events, please click here.