The Financial Education Institute (1)

Building a Solid and Diversified

Investment Portfolio

Many people are intimidated by the idea of investing because they are concerned about market volatility or don’t know where to begin.

This workshop will focus on:

• Five myths and truths of investing

• Strategies that could help your money work smarter and harder

• How to select investments that match your objectives

• Diversifying your portfolio to help limit your exposure to risk

• The potential benefits of professionally managed investments

• How to help your money accumulate with tax-advantaged accounts