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This seminar will cover two topics, Foundations in Investing and Making Your Money Last. Foundations in Investing is an educational Seminar for people who want an overview on investing, including key terms and investment types. This seminar covers the basic features of bonds, stocks and mutual funds and the importance of asset allocation. The second topic will include information designed for people who are thinking about retiring or have retired recently. This workshop will help you focus on what matters most to you and build a financial strategy to achieve it. Apply up to a 25% discount.
This seminar will cover two topics, Foundations in Investing and Making Your Money Last. Foundations in Investing is an educational Seminar for people who want an overview on investing, including key terms and investment types. This seminar covers the basic features of bonds, stocks and mutual funds and the importance of asset allocation. The second topic will include information designed for people who are thinking about retiring or have retired recently. This workshop will help you focus on what matters most to you and build a financial strategy to achieve it. Apply up to a 25% discount.