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.


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