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.
You'll learn:
• Investment fundamentals
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• How to identify financial goals and time horizons
• How to measure your risk tolerance
Find out what's happening in Phoenixvillefor free with the latest updates from Patch.
• The difference between cash equivalents, bonds, stocks and mutual funds, and the importance of asset allocation
R.S.V.P.
To reserve your spot, please call today:
610-935-8304
*Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC ("SPF"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through SPF: are not FDIC or otherwise federally insured, are not a deposit or guarantee of the bank, and may involve investment risk including possible loss of principal. Investments Representatives are registered through SPF. Phoenixville Federal Bank & Trust has contacted with SPF to make non-deposit investment products and services available to bank clients.
