Loading Events

« All Events

Investing 101

April 24 @ 6:00 pm - 7:30 pm PDT

In this seminar on Investing 101, you’ll learn:

Investment fundamentals, including the effects of inflation and compounding
How to identify financial goals and time horizons
How to measure your risk tolerance, and the relationship between risk and return
The difference between cash equivalents, bonds, stocks and mutual funds, and the importance of asset allocation

You’ll also receive a free workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.

Investing 101

Details

Date:
April 24
Time:
6:00 pm - 7:30 pm

Organizer

Jeanie Schwarz
Phone:
(415) 944-5040

Venue

Lumina Financial Consultants Office
1505 Bridgeway, Suite 121
Sausalito, CA 94965 United States
+ Google Map
Website:
luminafi.com