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Understanding Your EIG Portfolio

Financial acronyms can often feel like alphabet soup! This seminar provides clarity on the elements that make up a financial portfolio and aims to bring confidence to your next planning meeting.

We'll provide a high level overview of investing options seen in many portfolios, including:
- investing types (stocks, bonds, mutual funds, ETFs);
- investment accounts (taxable, tax-deferred, after-tax);
-review of a sample consolidated asset summary report.

Feb 8, 2023 03:00 PM in Central Time (US and Canada)