Investment Basics Webinar

Tuesday, April 9, 12:00-1:00pm CST

An appropriate investing strategy is a carefully planned and prepared approach to managing and accumulating money. A well-planned strategy can help you meet your short-term, mid-term, and long-term financial goals. Investment planning requires discipline and patience. But it doesn’t have to be difficult.

In this webinar you'll learn:

  • investment fundamentals, including the effects of inflation and compounding.
  • how to identify financial goals and time horizons.
  • how to measure your risk tolerance, and the relationship between risk and return.
  • the difference between cash equivalents, bonds, stocks and mutual funds, and the importance of asset allocation.

Join us from the comfort of your home or office!


Registration Closed

Look for new dates in 2020. Interested in scheduling a meeting with one of our financial advisors to discuss investments? Email kwright@southeastfinancial.org.

MEMBERS Financial Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-2375838.1-0119-0221