Making Your Cash Work: Income Opportunities & Risk Alignment
Join us for lunch at Ruth’s Chris Steakhouse as we discuss ways to invest excess cash beyond money markets and CDs, explore how we think about portfolio risk, and share how tools like Riskalyze help align investments with individual risk tolerance.

This session is designed to provide clear insights, encourage thoughtful discussion, and offer valuable perspectives on cash management and long-term planning. Feel free to bring a colleague or friend and join us for an engaging afternoon of conversation and ideas.
Schedule
11:30 AM
Welcome Drinks & Introductions
Hosted by the Radius Wealth Management team
12:00 Pm
Lunch
12:30 PM
Cash Management Strategies & Portfolio Risk
Christian von Stackelberg, Partner at Radius Wealth Management, will lead the discussion on strategies for investing excess cash beyond money markets and CDs, how to think about portfolio risk, and ways to build more resilient portfolios through thoughtful diversification.
1:00 PM
Discussion and Q & A
Location
Ruth’s Chris Steak House
45 School St, Boston, MA, 02180
Venue Access and Parking
Valet parking is available directly across the street at 45 Province Street, just a two-minute walk from the restaurant. Parking will be covered for all guests who provide their investment portfolio.
 Join us on Friday, January 9th 
We appreciate your partnership! Feel free to invite a colleague, friend, or spouse to attend with you!

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