Investment Analysis (3 sessions)
Investment Analysis (3 sessions)
$400.00
Most of us have work sponsored retirement accounts(401(k), 403(b), 457 etc), or other assets where we choose the investments. It's a tough scenario, the primary source of your retirement puts you in the driver seat to choose the investments, but doesn't provide any guidance on how you should be choosing them. We will evaluate plans and investments from workshop participants, as well as Morningstar reports. This is a 3-session workshop.
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