Investment Basics

Created: Business to Individual

Are your investments on track? 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 will 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
Schedule Program
James (Jay) Lindner, CFP®, ChFC®, CLU®
About James (Jay) Lindner, CFP®, ChFC®, CLU®
Retirement Strategies, Ltd. was founded with the goal of assisting each client in all aspects of their financial lives. We strive to maintain a reputation for excellence in our industry through high ethics and an educational process for all life events.