Dear members,
Hope this mail finds you and your family in good health.
As we come to the close of the year 2021, we would like to thank each of you for your support and co-operation in all our endeavours. Your participation has made each of our programs a success and we are glad we are moving forward together.
As we close in on the year, we would like to invite you all for an interesting session under the “Money Series”, as part of our Monthly Engagement program. The Monthly Engagement programs were conceptualized as a platform for knowledge sharing, collaboration of work and an opportunity for tete-a-tete amongst it’s members. Our next session will be on the topic “Market Overview and Portfolio Review for Calendar Year 2021″, hosted by our member Dr.A.V.Senthil (www.avsenthil.com).
Brief Agenda:
Market Overview: The first part of the session will cover the current market scenario (Inflation, Interest Rates, Earnings, Energy (Crude Prices), Unemployment)
Portfolio Review: The second part of the session will cover 2021 Financial Portfolio Review 1) What is the scope of financial review? 2) Where to do this? 3) When should we time this? 4) Why Year End Review? 5) Who should be involved? and 6) How to do it?
We have created a Google Form for members to post their questions under the topic, which will be taken up during the session. LINK to post questions-https://bit.ly/TCSDec112021
We are sure the session will be of great value to each of you and we are glad to have Dr. Senthil who has immense experience and expertise in this field, handle the topic. Senthil has earlier handled sessions on Retirement planning and Personal Investment Planning, which were much appreciated by our members.
The meet will happen virtually via the Zoom platform. Please find below the meeting details.
Date : December 11, 2021
Time : 6:00 pm – 7:15 pm IST
Meeting ID : 832 7084 4215
Passcode : 049081
Meeting Link:
https://us02web.zoom.us/j/83270844215?pwd=OEdJQkNlWmF3ZG5xaC94WXZjamxXQT09
Looking forward to your active participation and support.
Thanks & Regards,
R Chandra
Secretary, FORTESS
