In this webinar, you will learn how setting aside money every month for saving and investing can be a powerful tool in helping your clients reach their financial goals.
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What is a Mutual fund?

A mutual fund is a type of investment that pools together money from many people and invests it in stocks, bonds, and other investments.

In this webinar, you will learn how setting aside money every month for saving and investing can be a powerful tool in helping your clients reach their financial goals.

We will discuss the following topics:
• Set aside tax refund, pay raise or bonus for savings
• Cut unnecessary expenses
• Learn how inflation affects retirees
• Research strategies to safeguard retirement income
• Invest in a retirement plan to protect against inflation
• Diversify portfolio to reduce the impact of inflation
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General Manager
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National Sales Manager
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