Feel like you’re taking unnecessary risks with your investments? A few key concepts can help you become a more informed investor. If you know what they are, you have the potential to make a huge difference with your investment planning. In this workshop you’ll learn strategies for informed investing and get professional tips for ensuring you are able to pursue your investment and long-term goals.
Topics covered include the following investment fundamentals: the effects of inflation and compounding; identifying goals and time horizons; risk tolerance and understanding the relationship between risk & return; types of investments – cash alternatives, bonds, stocks, other investments and funds; investment methods such as dollar cost averaging; and asset allocation.
Karen is a Private Wealth Manager with Price Financial Group, LLC of Wilton, CT. A former CPA, Karen is a registered rep with LPL Financial and a licensed Investment Advisor with Private Advisor Group, LLC and brings a wealth of both corporate and personal financial experience from years working at Coopers & Lybrand and NYNEX (Verizon). Her philosophy is founded on helping clients understand their needs, building a personal financial plan and determining what investments are suitable for each client – from asset allocation strategy to income planning to individual investment selection.
This interactive workshop will be held Thursday, February 28th at 1:00pm. The workshop fee for DCA members is $10; $20 public price.
Reservations are requested, and will close at a maximum of 50 students. To enroll, please contact the DCA at email@example.com, or by phone to 203-655-9050 during office hours of 9am to 3pm Monday through Thursday, or 9am to 12pm Friday. This workshop will be held at the DCA, 274 Middlesex Road in Darien.
To receive notice of upcoming programs via email, contact the DCA. To view full details on this and other financial workshops led by Karen Goersch, please view the DCA's website - dariendca.org.
Mutual funds are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.