Are you confused about the difference between stocks and bonds? What a mutual fund is and what ETF’s are? Money is America’s #1 stressor, but it doesn’t have to be. In this discussion, participants will be taught the 2 saving and investing priorities; what stocks, bonds, cash, mutual funds, and ETFs are; 3 key principles of asset allocation, diversification, and asset location; the power of taxadvantaged accounts: 401ks, IRAs, and Roth IRAs; and the 5 step that can effectively help one create and manage their own investment plan. Every attendee will leave feeling less stressed and more confident in their investment decision-making.

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