Broker Check
14 Sept
CFG Investment Basics


Are Your Investments on Track?

Investing is a carefully planned and prepared approach to managing and accumulating money. A well-planned strategy can help you meet your short-term, mid-term, and long-term financial goals. This requires discipline and patience. But it doesn’t have to be difficult.

It is not necessary to do extraordinary things to get extraordinary results -- Warren Buffet

In this seminar on Investment Planning, 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 alternatives, bonds, stocks and mutual funds, and the importance of asset allocation

Date and Time

Wed, Sep 14, 2022

6:00p - 7:00p EST




Event Registration