This workshop presents basic information to help you meet your financial goals for retirement or other future plans and to invest based on your tolerance for risk. Among the topics to be covered are: investing in mutual funds, ETFs, individual stocks, and bonds.
The Workshop will look at selecting investments inside and outside of retirement plans including 401k, 403b, and IRA. The importance of diversification and asset allocation will also be discussed.
If you use a financial planner, the workshop will facilitate your communication with this person and help you to evaluate his/her performance
This program will be presented by Henry Gold of BetterInvesting.