A Certified Financial Planner tracking mutual funds

Date

Aug 22 2020

Time

9:00 am - 11:00 am

Cost

FREE

Everything You Want to Know About Mutual Funds

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.

This is a virtual workshop. The Monday or Tuesday before the workshop, we are planning to mail a packet to the attendee.

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