Westinghouse SURE:
celebrating over 30 years of volunteerism
with more than one million volunteer hours recorded.

Westinghouse SURE is a 501(c)3 non-profit organization. Westinghouse SURE, 641 Braddock Avenue, East Pittsburgh, PA 15112

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Westinghouse SURE Roundtable - August 9

  • 09-Aug-2023
  • 10:00 AM - 12:00 PM
  • Comfort Inn, Penn Hills and ZOOM


Registration is closed

Robert Fragasso, CFP Board Emeritus, Chairman & CEO and Founder of Fragasso Financial Advisors, and Michael Godwin, Chief Investment Officer, Fragasso Financial Advisors, will present “How to Develop and Evaluate your Diversified Investment Portfolio.”  Constructing an appropriate portfolio has never been easy and it is especially difficult in today’s uncertainty.  It is hard to do because you cannot copy from others.  Your portfolio must be unique to your family’s particulars: your goals, time in life for investing, tax bracket and risk tolerance level.  That portfolio’s construction is part of the larger mosaic that is known as comprehensive financial planning.  Learn how to apply time-teste d textbook principles to your unique situation.

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