Date: Saturday, April 7, 2018, 9:00 a.m. – 11:00 a.m.
Hosted By: Gary Abely, CPA, CFP®, AIF®
A checklist of items to consider and review prior to purchasing a mutual fund. The importance of rebalancing, diversification and proper asset allocation will also be explained.
This is not a product presentation, so leave your checkbook at home!
Please call Carrie at 407-869-9800 or complete the form below to make a reservation. Light refreshments will be provided.
Where: 1111 Douglas Avenue, Altamonte Springs, Florida