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Caltech

Developing a Strategy for Asset Allocation

Tuesday, July 25, 2006
11:00am to 12:00pm
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Winnett Lounge
All Caltech personnel are invited to this program that will teach attendees to consider the benefits and potential disadvantages of the three general investment approaches to retirement savings: (1) Customized Funds, (2) Small Number of Broadly Diversified Funds, and (3) Target Retirement-Date Funds. Participants will be provided with the necessary tools to make retirement-planning decisions. General retirement issues will be discussed, and investment-related questions will be answered.
For more information, please contact Elida Guillen by phone at 395-6483 or by email at [email protected].