02:45pm - 04:00pm Investing 101


Debra Morrison

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Do you have a mishmash of stocks, mutual funds, annuities that you’ve held onto because you don’t know how to evaluate them and are afraid of selling them? As a Fee-Only CFP® Debra will share objective information and advice about how to understand and analyze different types of investments; what to look for in expected returns and how to meld your investments together into an effectively diversified portfolio so you can pay today’s, AND tomorrow’s bills. She’ll outline the costs of buying and selling investment products as well as the cost of inaction, so you can get on track financially regardless of whether you have $1,000 or a million.