facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Investment Fundamentals

Have questions about investing?  Not sure where to start?  In this free seminar, we will debunk 5 myths of investing and discuss the corresponding truths as we explore some investment fundamentals.

  • What is a stock, bond, mutual fund, or annuity?
  • How do taxes affect your investments?
  • What's the difference between a Roth IRA and a Traditional IRA?

Grab a friend and come enjoy lite refreshments as we help you understand the basic. 

This seminar was given as a webinar.  Video to be posted.