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Guide to Investment Planning with Encasa Financial

Webinar
June 20, 2024 
2:00 PM 
– 3:00 PM
Free

Having a sound financial plan in place can help your organization map out financial needs, grow your assets, and maintain confidence in times of uncertainty.

Join us for our upcoming webinar aimed at housing non-profits and co-ops, where Investment Fund Advisors from Encasa Financial Inc. will walk participants through the basic steps of creating a strong financial plan. This includes:

  • Gathering information required to get started.
  • Identifying your organizations’ investment objectives, capital requirements and risk tolerance.
  • Defining your target asset allocation to match investment time horizons.
  • Refining your investment strategy to reduce risk.
  • Implementing your strategy and protecting your interests in times of uncertainty.

Whether you’re just getting started or a seasoned investor looking to review an existing plan, this webinar will provide tips to help you evaluate where you are, define where you want to go, and implement strategies to get there, while protecting your financial health.

Speakers

Philip Doyle

Chief Investment Officer

Sean Elbourne

Investment Funds Advisor

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