Managing Risk, Building Your Portfolio
A WEBINAR from Scott Lask
About Scott Lask
Veteran Financial Advisor Scott Lask gives you a look behind the curtain at his investment methodology and tactics. A rare event good for new investors and those with years of experience. A 30 minute talk and then Q&A. About Scott Lask Scott Lask is the Chief Investment Officer and Owner of the Scott Lask Wealth Management Group. Scott began working in financial services as a financial consultant in 1983 at Shearson American Express. Prior to starting the Scott Lask Wealth Management Group in 2004, Scott was a financial advisor for several different companies. Scott is a member of The Hudson Valley Estate Planning Council. He holds certification from the Dorsey Wright & Associates Broker Institute and Advanced Broker Institute for successful completion of training in advanced point and figure methodology. Scott’s specialties are Risk Management, Retirement Income Solutions, Portfolio Construction, Family Wealth Advisory services, setting client goals; and is a frequent speaker for groups and organizations and continuing education seminars. Scott is the proud father of 1 girl and 2 boys and grateful husband. He balances his work and family life with service to community in various organizations, such as the Community Foundation of Orange and Sullivan Counties, and Independent Living.
Meet the Robinsons
In Scott’s talk he tells the story of the Robinson family. This representation of a number of Scott’s clients came to him with a portfolio. The completed a Risk Analyze Assessment. And then the fun began.
Scott uses real-world examples to help you learn a number of tools that you can employ immediately to take full control of your investments. In 30 minutes your view of your portfolio will evolve.