Live Investment And Retirement Planning Workshops
PPA Introduction
Learn about how the financial industry fails many people, how Protection Point Advisors is different, and our focus topic: Financial Planning. We will also include a current market update and forecast.
- Current Market Update
- Risk Management
- Financial Planning
3-D Asset Care Total Asset Protection Solutions
- Topics Covered On This LIVE Online Workshop:
- Smarter diversification during volatility.
- Building a better portfolio for retirement.
- How to get a stress test report for your portfolio.
- Can you take less risk and improve returns?
- Live Q&A With Lead Advisory Team
More Live Financial Workshop
Financial GPA
Take this brief test that will show you more about where you stand. This new and innovative tool will allow your advisor an enhanced understanding of your financial situation as we strive to fulfill the promise of 3D Asset Care.
Cheryl Blakey
Financial Advisor
cblakey@protectionpointadvisors.com
After graduating from Sonoma State with a degree in finance I had to decide where I wanted to work, and what kind of advisor I wanted to be. I interviewed at all the big firms and had multiple offers. I was told at the interviews that at the end of the day it was a sales job, and that I needed to push their products. That just didn’t sit right with me. I wanted to find a place where I could build a relationship with the client, not have to “sell” them.
After exploring my options it was clear to me that Protection Point Advisors was not only where I would want to build a career, but I knew they would help to shape me into the advisor that I wanted to be.