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