The PRISM Academy Webinar: Monitoring Your Allocation, Progress and Life Stages
The American Association of Individual Investors held a live webinar event on Thursday, June 16, 2022 hosted by AAII's Charles Rotblut and Jenna Brashear.
Now that we are in the final step of the PRISM Wealth-Building Process, it's time to develop a clear monitoring process you can use time and time again when life changes occur. Step "M," Monitoring Your Allocation, Progress and Life Stages, is designed to help you view your portfolio within the context of your goals, desired allocation and current stage of life. In this interactive, live webinar we delve into the three key parts to the portfolio monitoring process. You won't want to miss one of the most exciting and engaging steps of the PRISM Academy! You'll be able to ask questions, share your opinions by voting in polls and listen to firsthand examples of how to develop a successful monitoring process that works.
Watch this webinar and learn:
- How to view your portfolio within the context of your goals, desired allocation and current stage of life
- How to develop a successful portfolio monitoring process you can use when life changes occur
- Why individual investors need a portfolio monitoring process and how it can create healthy financial habits
Links & Resources
PRISM Articles
Additional Articles
Register for upcoming webinars: https://www.aaii.com/webinars
Want more financial education? Learn more about AAII at https://www.aaii.com
ABOUT AAII
The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.
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Jenna Brashear
AAII Community Manager
Chicago, IL
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