Financial Wellness: Investment Planning Lunch and Learn – Dec. 11
Join us on Tuesday, Dec. 11, from noon to 1 p.m. at Heer Hall for a lunch and learn designed to assist employees in investment planning. During this session, we will cover basic and advanced investing topics to achieve specific financial goals. We will go through the basics of investing and cover topics such as:
- The difference between saving and investing.
- The importance of compound interest.
- The different type of investments available (stocks, bonds, mutual funds and annuities).
- How to build an investment portfolio that is appropriate for you.
Our presenter will be Sean Deasy, senior financial advisor at VALIC Financial Advisors Inc. A light lunch will be provided to participating attendees. Register to attend. Space is limited, and livestreaming is not available for this workshop.
If you have questions, you may contact the Employee Wellness office at 330-672-0392 or firstname.lastname@example.org. To see a complete list of financial wellness workshops, including new workshops for 2019, visit our financial wellness webpage.