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Topic
Bonds Aren't Boring!
Description
Bonds are becoming more attractive now that interest rates have increased. How do bonds work? What’s the difference between government bonds and corporate bonds? Where can you buy I bonds and US Treasuries? What are the risks with bonds?
This webinar will explore the unfamiliar world of bonds. You’ll learn all you need to know about these often-misunderstood investments.
Join Dan Galli, CFP® and Karen Van Voorhis, CFP® as they explore this valuable investment option.
Time
Nov 9, 2023 12:00 PM in
Eastern Time (US and Canada)
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Speakers
Daniel J. Galli, CFP®
Founder
@
Daniel J. Galli & Associates
Dan is a Certified Financial Planner™ practitioner and founder of Daniel J. Galli & Associates. He began his financial services career over 30 years ago following a successful career as a public-school teacher. His practice centers around comprehensive financial planning and investment advisory services. Dan focuses on retirement planning for professionals, small business owners, teachers and other individuals seeking to create a plan for their financial future. Dan was president of the Financial Planning Association of MA for two years, named Financial Planner of the Year in 2017 and is currently serving on the Board of Directors of the National Financial Planning Association based in Denver, CO. The FPA is the leading organization representing Certified Financial Planner™ practitioners.
Karen E. Van Voorhis, CFP®
Director of Financial Planning
@
Daniel J. Galli & Associates
Karen is a Certified Financial Planner™ practitioner and Director of Financial Planning at Daniel J. Galli & Associates. She has worked in the fields of financial planning and wealth management since 1995, advising clients on a wide range of topics including investment management, retirement planning, tax management, insurance coverage, college planning, and charitable giving. Karen has been an active member of the Financial Planning Association of Massachusetts for several years, and currently serves on the board as its Women’s Initiative Director.
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Hi there, You are invited to a Zoom webinar. When: Nov 9, 2023 12:00 PM Eastern Time (US and Canada) Topic: Bonds Aren't Boring! Register in advance for this webinar: https://us02web.zoom.us/webinar/register/WN_xa7UlwSwS2aDWxj2i6Xf8A After registering, you will receive a confirmation email containing information about joining the webinar. ---------- Webinar Speakers Daniel J. Galli, CFP® (Founder @Daniel J. Galli & Associates) Dan is a Certified Financial Planner™ practitioner and founder of Daniel J. Galli & Associates. He began his financial services career over 30 years ago following a successful career as a public-school teacher. His practice centers around comprehensive financial planning and investment advisory services. Dan focuses on retirement planning for professionals, small business owners, teachers and other individuals seeking to create a plan for their financial future. Dan was president of the Financial Planning Association of MA for two years, named Financial Planner of the Year in 2017 and is currently serving on the Board of Directors of the National Financial Planning Association based in Denver, CO. The FPA is the leading organization representing Certified Financial Planner™ practitioners. Karen E. Van Voorhis, CFP® (Director of Financial Planning @Daniel J. Galli & Associates) Karen is a Certified Financial Planner™ practitioner and Director of Financial Planning at Daniel J. Galli & Associates. She has worked in the fields of financial planning and wealth management since 1995, advising clients on a wide range of topics including investment management, retirement planning, tax management, insurance coverage, college planning, and charitable giving. Karen has been an active member of the Financial Planning Association of Massachusetts for several years, and currently serves on the board as its Women’s Initiative Director.
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