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Investment Strategies I Workshop

Health & Wealth
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Endorsed by Curators:
Nov 15 7:00PM - 9:00PM

Tuition:Free.

Are Your Investments on Track? The best investing strategy is a carefully planned and prepared approach to managing and accumulating money. A well-planned strategy can help you meet your short-term, mid-term, and long-term financial goals. Investment planning requires discipline and patience. But it doesnt have to be difficult.

All attendees will receive:

1. Free access to the most advanced financial planning and computer modeling software available today.

2. An e-workbook created just for this presentation. The e-workbook contains key information, worksheets, and questions to help you remember important points from the class.

In this Workshop, we will cover the following topics:

1. How Money Works
2. The Enemies of Money: Risk, Inflation, Taxes, Time, and Money itself.
3. The Most Important Factors in Investment Performance
4. Risk Analysis and Ways to Reduce Risk-Risk Management (control risk), andRisk Transfer
5. Effect of Taxes on Investments
6. The Pluses and Minuses of Professional Money Managers
7. The meaning of diversification, and asset Allocation with multiple diversification strategies: Asset Classes, Entity Styles, Geographic Regions, and Investment Philosophies.
8. Types of Investments: Cash, CD's, Mutual Funds, Stocks, Bonds, ETF's, Managed Accounts, Annuities, UIT's, and REIT.
9. Investment Profiles & Investment Strategies

All our workshops are stand alone, and designed to meet the diverse educational needs of people of all ages and financial means & needs.

Please Note:This event is published on multiple Meetups and other social networks, so we are looking forward to having a good crowd, which means a great time!!!so please don't let a seemingly low RSVP count on this page stop you from coming.

Please RSVP early while seats are available!

[masked] (office)
[masked] (cell/text)

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