Link&Learn with John Bass: What’s Draining Your Portfolio
Name:
Link&Learn with John Bass: What’s Draining Your Portfolio
Date:
July 14, 2026
Time:
12:00 PM - 1:00 PM EDT
Website:
Our Website
Registration:
Register Now
Event Description:
What’s Draining Your Portfolio: Three factors in your control to keep more of your money and build wealth.
In this presentation, participants will learn how to keep more of their money and build wealth by focusing on three key factors they can control: investment costs, investment allocation, and investor behavior. They will see how even small investment and advisory fees can significantly erode returns over time and why “you don’t always get what you pay for” in investing. The concept of asset allocation will be introduced. Behavioral concepts such as paying yourself first will be illustrated. Finally, attendees will explore through relatable personas how personal values and habits—such as living for today versus prioritizing security—shape investment outcomes.
Event Sponsors:
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Location:
Zoom event; you will receive a link via the email address you used to register for the Link&Learn.
Date/Time Information:
Tuesday, July 14, 2026
12-1pm
Contact Information:
Contact us with questions
Fees/Admission:
This is a free event.
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