Let’s do an investing basics workshop together!
Learn the key concepts and terminology of the investing world, so that you can make great choices for your future and understand the best funds for your 401k, IRA, investment, and 529 college savings accounts. We’ll talk about mutual funds, index funds, exchange-traded funds (ETFs), stocks, bonds, asset allocation, how to evaluate funds, risk tolerance, and so much more.
We’ll do a couples discussion to get everyone on the same page, and marching in lock-step toward your financial goals.
Click the Schedule Now button to set up a date and time at your convenience.