Green Bay at 1:00 PM

Investment Basics


Date & Time
Tue, Nov 6, 2018
1:00 PM - 2:30 PM
T2 Accelerator
340 North Broadway
Green Bay, WI 54303
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 doesn’t have to be difficult.

"It is not necessary to do extraordinary things to get extraordinary results." -- Warren Buffet.

In this seminar on Investment Planning, you'll learn:

•Investment fundamentals, including the effects of inflation and compounding
•How to identify financial goals and time horizons
•How to measure your risk tolerance, and the relationship between risk and return
•The difference between cash equivalents, bonds, stocks and mutual funds, and the importance of asset allocation

You'll also receive a free workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.

Refreshements provided. 

Wheelchair accessible. 

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