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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.