Education Course
The Education Course generally includes 1 to 2 hour meetings on 3 to 4 occasions. Course topics include: Understanding your investment options, Fee structures, Historical information about the markets and returns, College savings plans, IRAs, SEP/IRAs, 401k plans, and Why down years matter. We will also show you how to set up, make transactions, invest, and analyze your investment account. The following pages will take you through the outline of the course.