The Six Strategic Steps - Investing wisely for a lifetime

Darin Snow, CIMA
Wednesday, Oct. 24, 2012
12 p.m. - 1:30 p.m.
UMC 382-386
 
Program overview:
 
Learn how to maximize your retirement investments without any sales pressure. The CO Securities Commission has partnered with the Evelyn Brust Financial Research and Education Foundation to bring non-commercial financial education to CU. The presentation covers the process of investing including: asset allocation, downside risk, after-tax returns and investment monitoring. Participants receive information on: types of advisers, investment class overviews, long-term care, and financial temperament self-assessment. 
 
Speaker:
 
Darin Snow is a partner at a large wealth management firm in Denver. He has more than 15 years of experience in implementing asset allocation strategies that are customized for each client, based on risk tolerance and long-term goals. During his career, Mr. Snow has focused on serving the needs of families, foundations, endowments and non-profit organizations.He is a Certified Investment Management Analyst (CIMA), that designation being attained after an extensive training program taught by professors from the Wharton School of Business. Mr. Snow graduated from CU Boulder and loves to golf and spend time with his family. 
 
For additional information or to register, please contact our office at 303-492-3020 or email Yee.Chan@colorado.edu

Website: http://hr.colorado.edu/fsap/workshops/

Contact: Yee Chan, 303-492-3020

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