Fundamentals of Investing

When
Wednesday, May 22, 2019 - 6:00 - 7:00 pm
Where

The Windjammer Conference Center
Montreal Room
1076 Williston Road, South Burlington, VT

Presenter(s)
Jonathan Whitehouse & Scott Hinman, ChFC®, Financial Advisors, CUSO Financial Services, L.P.*
Seats Available
68
 

Are your investments on track? The best investing strategy is a carefully planned and prepared approach to managing and accumulating money. A well-planned strategy can help you meet your financial goals over time. Investment planning requires discipline and patience, but it doesn’t have to be intimidating. In this seminar, we'll discuss:

  • Investment fundamentals, including the effects of inflation and compounding
  • How to identify financial goals and time frames
  • 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

For your convenience, you'll receive a free workbook containing the key information, terminology, and personal worksheets.

 

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. New England Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.