Investing is something many people want to understand, but aren’t always sure how to begin. In this seminar, we’ll walk through the fundamentals in a clear, thoughtful way, with a focus on how the pieces fit together and what they can mean for your broader financial picture.

• How to recognize when you’re ready to invest

• Key terms and concepts

• The main types of investments and how they function

• Ways to think about risk, time horizon, and overall portfolio balance 

• The role an investment professional can play in helping you stay on track

This seminar is presented by Financial Advisor, Jamison Edlin

Financial Advisor, Jamison Edlin
866-300-9382, Option 4
jamison.edlin@suncoastcreditunion.com