5 Habits of Successful Investors--Retirement Planning - 11/29/2012 -

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5 Habits of Successful Investors--Retirement Planning

  1. Thursday, November 29th, 201211:00am - 12:00pm

Have questions about planning for retirement?  Do you have a strategy you want to check on?  Do you not have a strategy yet, and want to start? You know you've been meaning to do it for awhile.

Come to an informative session with a representative from TIAA-CREF who will provide an overview to retirement planning.  Not a sales pitch about products and services offered through TIAA-CREF, but a plan agnostic, informative lecture with plenty of time for Q and A.

Five habits of highly successful investors

 Providing your employees with a fundamental knowledge of investing that will helpget them started, this seminar covers:

 ·       Setting financial goals

·       Realizing tax advantages

·       Reducing risk with diversification

·       Allocating assets

·       Understanding expenses

 

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