Topic: The Concept of Diversification
Our speaker will discuss:
- The Concept of Diversification within an investment portfolio
- Market risk
- The Theory of Investment Ballast
- Time Horizon Considerations
- Definitions of Risk and Volatility.
Speaker: Troy Leonard
Troy joined the Cornerstone Financial Group team in June of 2011. He leaves behind a successful career in the automotive business working for Bergstrom Automotive, where he maintained a value-based selling discipline to maintain a top spot in the ranks of his dealership. Prior experience includes U.S. Naval sea service, as well as several years of prior enlistment service in the U.S. Naval Sea Cadet Corps.
He hails originally from a town outside of Detroit, MI, but now resides in Appleton, WI with his wife, Charity, and four children, Gracie, Landyn, Fynnian, and Cullyn. His outside activities include leading the teen youth group at his church, classic cars, boating, fishing, and helping his fellow veterans return to civilian life.
Troy brings his experience from Bergstrom Automotive and the U.S. Navy to combine his expertise to be detailed and client focused. As a recipient of the Pacesetter award and the Century Club Award at Principal®, it is his goal to share a passion for his client's financial future as much as the clients themselves.
Additional Meeting Information:
Wilder's Cutting Edge Bistro
2639 S Oneida St
Appleton, WI 54915
Wilders Cutting Edge Bistro will be open beginning at 4:00pm! Come early to network and enjoy food! We will begin check in at 5:30pm and we will start with meeting announcements at 6:30pm! You can stay after the meeting as well to network! Remember to bring your deals!
Members are always FREE!
Your first meeting with WiscoREIA is FREE!
After your first meeting, Non-Members are $20
WiscoREIA’s Appleton Main Meeting Always Meets on the 2nd Wednesday of the Month from 6:30pm - 9:00pm!
Wednesday, February 12th from 6:30pm – 9:00pm
Hosted by: Jason Lund & Cory Schubert