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Financial Basics for Life: Strategies for Success

September 8 @ 9:00 am - 11:00 am

Appropriate for anyone interested in gaining a better understanding of investment basics, effects of compound interest on savings and debt, inflation, retirement planning, healthcare planning, and budgeting.  Other topics will include defining and giving examples of terms such as asset allocation, diversification, rebalancing, growth stocks, value stocks, mutual funds, bonds, exchange traded funds, passive and active management.  Come with questions and feel free to bring your son or daughter, grandson or granddaughter age 15 or older.

Please contact Carrie at 407-869-9800 or complete the form below to make a reservation.  Refreshments will be provided.

Details

Date:
September 8
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