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.