海角社区

Participants will learn to master the intricacies of investing mutual funds and EFTS in this two-hour workshop! Part II of Building Wealth for Your Future focuses on optimal portfolio balances, diversification strategies, and age/risk tolerance adjustments. Gain insights on selecting a top-notch financial advisor, setting up a financial plan, and understanding the services advisors offer to better manage an individual鈥檚 finances. This hands-on session will equip participants with the knowledge to make informed investment decisions.

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This workshop is part of the Financial Skills series. Check our website for more workshops in this series, including .

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Learning Outcomes:

• Learn how to make sense of key information covered in mutual fund & ETF Fact Sheets.
• Become familiar with the pros and cons of mutual funds, robo-advisors, and managing one's own ETF portfolio.
• Know what key questions to ask when selecting a financial advisor.