A Certified Financial Planner tracking mutual funds


Dec 05 2020


9:00 am - 11:00 am



Everything You Want to Know About Mutual Funds

This is a virtual workshop.

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.

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