Broker Check
13 Sept
CFG Workshop - Investment Planning


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.

Date and Time

Wed, Sep 13, 2023

6:00p - 7:00p EST


Virtual Class


Event Registration