Broker Check
07 Feb
Market Know-How: Point Break


2023 Educational Webinar
~Proudly hosted by Sima Alefi,  AAMS®, ChFC® ~

Joining us from Goldman Sachs:
Wendy Lin, CFA
Senior Market Strategist
During our time with Wendy, we’ll discuss:
• Adjusting equity exposure in seeking to reflect renewed cross-asset competition by focusing on quality, profitability, and idiosyncratic positioning.
• Monetizing elevated market volatility and stock dispersion to help improve after-tax performance via direct indexing.
• Diversifying existing exposure with alternative investments to potentially access unique sources of returns.

These events are educational in nature. No company specific products will be discussed.
Sima Alefi is a Registered Representative with, and securities and advisory services offered through LPLFinancial,
a registered investment advisor. Member FINRA/SIPC.
Wendy Lin and Goldman Sachs are not affiliated with or endorsed by LPL Financial or Serenity Financial Planning.

Date and Time

February 7, 2023 - April 7, 2023

11:30a - 12:00p PST


Virtual event hosted via Zoom


Guests, friends, and relatives of Invitees are welcome. Please call or email to RSVP

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