Description
Investing is something many people want to understand, but aren’t always sure how to begin. In this webinar, 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 Associate Financial Advisor, Fabiola Toro, CRPC®
Associate Financial Advisor, Fabiola Toro, CRPC®
866-300-9382, Option 4
fabiola.toro@suncoastcreditunion.com
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.