Wealth Workshop: Three Things You Should Know About Your Investments
We invite you to join us for lunch and a workshop presented by CERTIFIED FINANCIAL PLANNER™ Professionals. Is your investment strategy working for you? Here’s a chance to learn what to look for, optimize your investments so that they support your financial freedom, and learn from real-life examples.
This workshop includes information on the following topics:
- 3 things you should know about your investments
- Factor-based investing vs. Active investing
- How to evaluate the success of your investments
- Short-term tactics vs. long-term strategy