E 153 INVESTING IN TODAY’S MARKETS*                                                                                    Fee: $25

Wednesday, 3/20 (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:

-       Basics of investing

-       Different types of investments available today

-       How proper asset allocation can help reduce risk in your portfolio

-       Types of strategies to reduce market timing

-       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.