- Apr 15 2023
- 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.