Seminars

Perception vs. Reality: Investing in 2017

Perception vs. Reality: Investing in 2017

An educational workshop covering:

  • Understanding what matters: Meeting your goals. “The market” isn’t something to beat. While it’s a good benchmark for investment results, the real objective is to meet your individual financial goals. Choosing the right investment manager and sound financial advice go a long way toward that.
  • A look at 2017 … and beyond. You’ll hear American Funds’ perspectives on key investment opportunities around the world in the coming year, and strategies that allow you, as a long-term investor, to participate in those opportunities. You’ll also hear American Funds’ insights into the new presidential administration and the potential impact on your investments.
  • Changing how you perceive retirement. Retirement isn’t one goal – it’s many. As you approach and enter retirement, the singular goal of reaching retirement becomes many goals: paying the bills, enjoying life, leaving a legacy behind. We’ll talk about ways to better understand your goals and how to invest for them.

When: Wednesday, August 30, 2017 - 12:00 pm - 1:00 pm
Where: Barlow's
1428 N Liberty Lake Dr
Liberty Lake, WA 99019
Host: Donald Morgan
Phone: (509) 931-1088
 

Savvy Social Security Planning

When: Thursday, September 28, 2017 - 12:00 pm - 1:00 pm
Where: Independent Wealth Connections
2610 N Pines Rd
Spokane Valley, WA 99206
Host: Donald Morgan
Phone: (509) 931-1088
Directions: I-90 Pines Road Exit North one mile, East side of Pines Rd.