June 16, 2016
If you’ve saved some money (even a little) and want to invest for the future, you need to understand KEY FINANCIAL PRINCIPLES that form the foundation of successful investing. Participants will be introduced to eleven major (but simple) concepts and their “multiple nuisances” that should be considered (and understood) before determining an investment plan. As each concept is discussed, the application of the concept to one’s personal investment strategy will be illustrated. The seminar also includes the examination of various investment styles and growth strategies that can be applied to participants’ current situation. The seminar is designed for anyone beginning or reevaluating his/her long term investing strategy, including new and more experienced investors and modest and substantial portfolios.