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Personal Finance and Investment Educational Events in Utah

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Investor Education Series

Diversify is pleased to announce our April 2017 Investor Education Series event (register here)

With the Federal Reserve expected to raise interest rates multiple times in 2017, what changes can investors expect and what strategies may be available that can help to navigate the rising interest rate environment. Presenting at the Symposium will be Dan Luke, CEO of Diversify Inc., and Marc Rogers with WealthVest—a leader in indexing strategies.

The topics we plan to cover during the event are:

What is all the chatter about “indexing strategies” so many insurance agents are talking about?  We will be addressing what these index strategies really are, different types, their pros and cons, how they are related to stocks and bonds, how they work, and when to use them.

Interest Rates Past and Present: Interest rates have been at record lows and are now expected to rise. What is the effect of rising interest rates on fixed income investments, like bonds. Is it time to re-examine their place in a diversified portfolio? What options to consider.

This event is a no-obligation, complementary educational opportunity to learn more about indexing and interest rates. Due to anticipated demand, we recommend that you to RSVP today! 

 

When: Tuesday, April 18th at 6:30 PM

Where: Little America Hotel

Hors d’oeuvres to be served

 

Register Online

 

You can also RSVP by emailing This email address is being protected from spambots. You need JavaScript enabled to view it. or by calling (801) 467-5115. 

 


 

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Diversify, Inc. is a branch office of DFPG Investments, Inc. Securities and Investment Advisory Services offered through DFPG Investments, Inc. Member FINRA/SiPC. Insurances offered through Diversify Insurance, Inc.

This is neither an offer to sell nor a solicitation of an offer to buy securities. Any information contained on this website alone should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, charges, and expenses associated with any investment.

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