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Schools

Investment Fundamentals-Invest an Hour in your Future

Join us for an educational presentation where we will focus on:

  • Five myths and truths of investing
  • Strategies that couldΒ help your money work smarter and harder
  • How to select investments that match your objectives
  • Diversifying your portfolio to helpΒ limit your exposure to risk
  • The potential benefits of professionally managed investments
  • How to help your money accumulate with tax-advantaged accounts

When you attend the workshop, you will receive a full-color, 20-page workbook on investment fundamentals. This valuable resource contains essential information, exercises, and questions that will help you assess your current situation and make sound investment decisions. Perhaps best of all, you will be eligible for the complimentary consultation offered to all workshop participants.

If you are interested in attending, registration is required. go online to www.juliehupp.wrfa.com click on the seminar linkΒ to register.Β Β 

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