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Saving For The Future: Fundamentals of Investing

Business Planning Group

Making the most of your business is easy when you have the right tools and a solid strategy at your disposal. This workshop will give you ideas on how to put banking, retirement and insurance tools to work so you can help build and protect your business according to your short- and long-term goals and invest in your future.

We will also cover the foundations of investing- whether you are new to investing or need a refresher, this workshop will cover the importance of developing a strategy, the impact of asset allocation and the influence of inflation on your long-term goals.

Your workshop instructor will help you define goals for your future and understand how your business can play a role in achieving them.

This workshop will be taught by Alex Mills, Financial Advisor- Edward Jones.

 

Due to the COVID-19 Pandemic CEI offices are closed to the public. CEI staff will be working remotely and want to hear from you! Please reach out to your CEI contact regarding scheduled meetings and/or any questions/concerns. Click here for a list of COVID-19 Business Resources.
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