Invest Like The Best

For far to many of us (men and women) investing can feel like a totally foreign language. Between all of the industry jargon and seemingly endless investment choices, many smart, hard-working folks find themselves overwhelmed and confused about this aspect of their finances. In this jam session you will learn the 5 key elements of a well-constructed portfolio. You'll walk away with a clear understanding of the factors that matter (and which you can control!) when it comes to investing --- and how to apply them to your hard earned savings.

Manisha Thakor is Founder/CEO of MoneyZen Wealth Management, serving women and families with investible assets of $3 million plus. Manisha earned her MBA from Harvard Business School, her BA from Wellesley College and is a CFA charterholder. She lives in Santa Fe, NM with her husband. Her website is MoneyZen.com.