Financial acronyms can often feel like alphabet soup! This seminar provides clarity on the elements that make up a financial portfolio and aims to bring confidence to your next planning meeting.
We'll provide a high level overview of investing options seen in many portfolios, including:
- investing types (stocks, bonds, mutual funds, ETFs);
- investment accounts (taxable, tax-deferred, after-tax);
-review of a sample consolidated asset summary report.
Hosted by EIG Wealth Advisor Jamie Williams, CFP®.
Can't make it in person? The session will be live-streamed on Zoom and recorded.
Please sign up here for the Zoom webinar or recording.
*all in-person attendees will also receive the slides after the seminar.
Date and Time
Wed, Feb 08, 2023
3:00p - 4:30p CST