5/8 – Investor Education: Investor Education – Choosing Investments after Assessing Your Goals and Risk Tolerance (Playback)


How do you find mutual funds or other investments that are well-suited to your investment objectives? Let’s talk about it! During this event, we’ll provide guidance on how you might do your own research versus partnering with a professional. Lastly, we will spend a little time on planning for future college expenses, examining the pros and cons of different types of savings accounts.
Prior to attending this event, we encourage you to complete a risk tolerance questionnaire, prioritize your investment goals and determine the rates of return needed to reach your savings targets. If you don’t get to it, that’s ok! You can still join and get valuable information.

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