Date: Saturday, October 21, 2017, 9:00 a.m. – 11:00 a.m.
Hosted By: Gary Abely, CPA,  CFP®, AIF®

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.

Where: 1111 Douglas Avenue, Altamonte Springs, Florida

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