Could you pick an index fund out of a lineup of mutual funds?
What if your lifestyle depended on it?
Thursday, June 26th
INVESTMENTS
Stocks, Bonds, Mutual Funds, Index Funds, Exchange Traded Funds…really, how do they all work? How should a retiree build a portfolio to ensure that retirement and a financial legacy remain on the right track?
Join us Thursday, June 26th at 5:30 as we discuss the investments that will help shape your financial future. We’ll start with the very basic questions:
What is a stock?
What is a bond?
And we’ll build from there, ultimately determining how to construct a modern portfolio that is appropriate for your needs and objectives.
We’ll also discuss:
• Institutional versus Retail investments
• When to manage your own investments and when to hire professional management
• How to pay appropriate fees for the benefits you receive
• When it’s time to play it safe and when it’s okay to take some risk
Like other Evening Sessions, we will begin at 5:30 and Panera meals will be available at 5:15.
TO RSVP: Dave@FourthDimensionFinancial.com or (419) 931-0704
To your success,
Adam Cufr, RICP®
Don’t go another month without a basic understanding of where your life savings may be invested. RSVP now!
