Building Your Individual Financial Portfolio

Mark Sumner, Investment Advisor Representative will be at South Iredell Senior Center on Mon., Dec.16 & Tues., Dec. 17 to review personal financial portfolios and increase your awareness of areas that you might need to revisit or include as part of your portfolio. Mr. Sumner will help you to understand what you have in your portfolio and its pros and cons. No selling or soliciting will take place. Reviews are by appointment between 9 a.m. and 2 p.m. Call 704-662-3337 to reserve an appointment time.