In this workshop 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

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.