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Basic Personal Finance & Investing

Details

Event details

Basic Personal Finance & Investing provides an overview of financial planning considerations, including: financial goal setting; investment options such as stocks, bonds, mutual funds, and ETFs; risk tolerance and capacity; and diversification, asset allocation, and rebalancing of an investment portfolio. While the focus is on saving and investing for retirement, the principles apply to other long-term financial goals, such as providing for a child’s college education. The presentation is relevant to adults of all ages. It is free and open to the public, and lasts about 1½ hours with time for questions.

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