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How To Put Together An Investment Portfolio

September 21, 2020 @ 5:15 pm - 6:15 pm PDT

Free
How to put together an investment portfolio

How To Put Together An Investment Portfolio

Free to attend but Register Here or text 509-402-2808.

You know you need to save and invest but how? Come learn.

Watch video!

Here’s what you will learn:
– How to get started, what steps to take.
– Tools and resources to help you analyze your investment choices.
– What types of accounts are best for your circumstances.
– Asset allocation, what is it, and the role that it plays in your portfolio.
– Where can you open your account? Different places to consider.
– Short-term and long-term strategies to think about with regard to your goals.
– The benefits of automation, what can and should be automated.
– And more! Doors open at 5:00 pm

Angie Furubotten-LaRosee is a Certified Financial Planner pro and your host for today’s interactive webinar.

When: Mon Sept 21, 2020
Time: 5:15 pm for about 1 hour. Doors open at 5.
Where: Online. Register for Zoom here.

Event is $0 but space is limited, RSVP required, bring a friend!

Learn more about what Avea Financial Planning does for people!

Listen to one of my earlier podcast episodes.

 

See you there!
Angie
angie@aveafp.com

 

 

Details

Date:
September 21, 2020
Time:
5:15 pm - 6:15 pm PDT
Cost:
Free
Event Category:
Event Tags:
, , , ,
Website:
www.aveafp.com/events

Venue

Online

Organizer

Angela Furubotten-LaRosee, CFP with Avea Financial Planning

Angela Furubotten-LaRosee, CFP® is with Avea Financial Planning, LLC, and is a registered investment advisor in the State of Washington. The advisor may not transact business in states where she is not appropriately registered, excluded or exempted from registration. Individualized responses of personalized investment advice for compensation will not be made without registration or exemption.

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April 2021 marks my 🥂 10th anniversary of obtaining my 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐥𝐚𝐧𝐧𝐞𝐫™ credentials. Aside from me 📯 tooting my own horn, why does this matter?1️⃣ The financial services industry historically has a reputation much like used car salespeople, (sorry salespeople). The CFP® designation is an attempt to set industry standards based on education, examination, ethics and experience to grow into a respected profession like the medical or accounting professions. There are steps to enforce standards as well.2️⃣ Although there is some debate, I think the person giving you financial advice should be a fiduciary to reduce, remove or disclose conflicts. CFP® pros commit to act in their client’s best interests, at all times.3️⃣ Knowing that your financial professional has already met rigorous standards and also commits to ongoing education ensures they will stay fresh and current in a fast-changing field.Are you working with someone who is on your side?Not letting perfect or procrastination get in the way of the possible?Not letting time go by without challenging you to take a hard look at your life - Where do you want to be...and how do you get there?Most importantly, who will help you do that? ...
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