Seminar: Steps Academics Can Take to Protect & Grow Their Portfolios

You Don't Know What You Don't Know--Now is Your Chance to Learn

In this informative dinner seminar, we’ll offer tips for getting your investment portfolio back on track. You will learn to:

  • Take advantage of the little-known flexibilities available to university faculty
  • Build investment portfolios without university vendor bias
  • Gain exposure to the largest possible number of investment options in your university retirement plans
  • Structure investment portfolios to help protect your retirement income in a volatile market
  • Understand the risks involved in fixed income investmenting
  • Evaluate the merits of contributing to Roth 403(b) accounts



Toll Free: (800)333-1701
Email: contact@collegiatecapital.com
214 New Bern Place, Raleigh, NC 27601
Phone: (919)838-0101 Fax: (919)838-0102
230 East Ponce de Leon Avenue, Suite 516, Decatur, Georgia 30030
Phone: (404)370-1510 Fax: (404)378-0840