Understand the elements that can appear within a financial portfolio. EIG Wealth Advisor, Tammy Niemann, ChFC^®, will provide a high-level overview of:

• investing types (stocks, bonds, mutual funds, ETFs)
• investment accounts (taxable, tax-deferred, after-tax)
• taxation
• estate planning

Refreshments served. All are welcome! Attend with your relatives and friends seeking guidance in their financial journey.

Unable to attend in-person?
Session will also be recorded and distributed for those unable to attend. Sign up here to receive the recording.