Date

Apr 15 2023
Expired!

Time

11:00 am - 1:00 pm

Everything You Want to Know About Mutual Funds and ETF’s

Hosted by: Rodney Ownby, CFP®, AIF®, CPA, Charles Curry, CFP®, AIF®, MBA, Dave Balakrishnan, MBA

Aspects to consider and review prior to purchasing a mutual fund or ETF. A discussion of the importance of rebalancing, diversification and proper asset allocation.

This is not a product presentation, so leave your checkbook at home!

Light refreshments will be provided.

 

Leave a Reply

Your email address will not be published. Required fields are marked *

Translate »

Schedule A Virtual Meeting From Anywhere In The World