Event

Mutual Funds and Merlot

Mutual funds, index funds, no-load funds, there are so many kinds of investment funds.

Do you own mutual funds inside a retirement account and would like to know more about how them? What is a 2050 Fund? Or a Class A Equity Global Shenanigans Fund? (I made that last one up). What are the important things about mutual funds?

How do you know what fees go with your mutual fund purchase and/or sale? We'll talk about ways to save money on mutual fund investments.

Some of us, [;;;well, many of us];;; never learned about personal finances in school, or at home. One of my passions is to help people make money make sense for them.

Let's meet for a bit, enjoy some wine with our learning and talk about what mutual funds are, how they work for you, how they potentially lower the risk of being in the market, and the value of investing in mutual funds over your lifetime.

Note: Workshop leader is a fee-only Certified Financial Planner(R), leading this workshop for educational purposes only. Leader does not sell investments.