Loading Events

« All Events

Everything You Want to Know About Mutual Funds

October 6 @ 9:00 am - 11:00 am

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.

Details

Date:
October 6
Time:
9:00 am - 11:00 am
Event Category:

Organizer

Gary Abely, CPA,  CFP®, AIF®
Phone:
4078699800

Venue

Certified Financial Group
1111 Douglas Avenue
Altamonte Springs, FL 32714 United States
+ Google Map
Phone:
4078699800