Skip to content

Learn how you can achieve your financial goals for yourself and your loved ones at a free seminar. Visit our seminars page to view dates, topics and locations.

Get Started 863-222-7005
Trust Landing Pg Opt 1

Investment Planning Essentials

Discover the impact of stocks, bonds, exchange traded funds, mutual funds, real estate investment trusts, unit investment trusts, gold, silver, cryptocurrency, and annuities. We’ll discuss proper allocation and diversification of investments, as well as how much of your possible gains may be paid in fees, internal costs, commissions, taxes, cash drag and other expenses.

Register Now

Join us for Investment Planning Essentials and take the first step towards mastering the art of investment planning. Our expert speakers will provide you with actionable advice, real-world examples, and interactive Q&A sessions to ensure you leave with a clear understanding of how to build and maintain a successful investment portfolio.

Artboard 3 copy 2@2x-1

Discover the impact of:

  • Stocks
  • Bonds
  • Exchange-traded funds
  • Mutual funds
  • Real estate investment trusts
  • Unit investment trusts
  • Gold and silver
  • Cryptocurrency
  • Annuities
Artboard 22 copy 5@2x-1

Learn how to craft a well-balanced investment portfolio by strategically allocating your assets across a diverse range of investment opportunities. Throughout our discussion, we'll explore the central theme of asset allocation and diversification, offering valuable insights into how to optimize your portfolio for long-term growth and stability.

You'll also learn to identify and manage the various fees, internal costs, commissions, taxes, cash drag, and other expenses that can significantly impact your overall investment performance.

Achieving your financial goals starts here!

Register For:

Wednesday, July 24 - 10:00 AM - 11:30 AM EST

  • DeSoto County Chamber of Commerce, 222 E. Oak Street, Arcadia

Can't make this one?
Here are some other upcoming seminars:

All seminars take place at 10:00 AM -  11:30 AM EST

Please complete our form to register.