Wednesday,
11/1 (One session) 7:00 - 8:30 PM HS Room: 185
Have you ever wondered if your portfolio was properly invested?
With all the uncertainty today and the volatility of the markets, most people
are concerned about investing risk. Unlike
generations prior, we are solely
responsible for providing ourselves with an income stream
that will be needed for decades— a daunting task! Attend and you’ll
learn the following:
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Basics of investing
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Different types of investments available
today
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How proper asset
allocation can help reduce risk in your portfolio
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Types of strategies to reduce market
timing
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Tax strategies to help increase
investment returns
-
Types of retirement accounts
-
Rebalancing and Risk
INSTRUCTOR: Paul Muller,
graduated from the State University of New York at Albany with a degree in Economics and has over 20
years of experience in the financial industry. He’s a CERTIFIED FINANCIAL
PLANNER™ professional, Accredited Estate Planner (AEP®), and holds a FINRA
series 65 registration through Vision Retirement.