Raise your hand if the last few weeks have left you wondering about Investments. Join BostonYPA member, Erica Mellone, CFP, for an exclusive Investment Basics Webinar. Erica started her practice in 2008, and has now been through an entire market cycle, with experience and guidance to share.
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 short-term, mid-term, and long-term financial goals. Investment planning requires discipline and patience. But it doesn’t have to be difficult.
In this seminar 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 equivalents, bonds, stocks and mutual funds, and the importance of asset allocation
You'll also be emailed a workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.
To RSVP: Check your email for registration details. If you have any questions you’d like to make sure are covered, please include them in your RSVP. OR, RSVP HERE
Webinar will be held on Zoom.
Additional Details:
Erica can be reached at 781-446-5036 or emellone@centinelfg.com or 160 Gould Street, Suite 212, Needham Heights MA.
Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA) member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.