Navigating the complexities of market investing can be a complicated and confusing process, considering the financial industry’s lack of transparency at times. In this webinar, we will discuss investing best practices as they apply to individuals, organizations and business leaders. Specific topics we will address include:
- Types of employer sponsored retirement plans and the characteristics of each
- Effective investment strategies for optimizing returns and reducing tax liability
- The importance of diversifying assets
- How to avoid high fees
- How to increase returns
- How to avoid investor mistakes
Whether you are a director of a non-profit organization seeking out more information about employer sponsored retirement plans, a board member responsible for overseeing an organization’s investment account or an individual investor interested in learning more about how to effectively grow wealth over time, this webinar has something for you.
About the Trainer: Carrie McDonnell is a fiduciary financial advisor based in Central Vermont. She works for the independent Vermont-based firm, One Day In July. A former school administrator, Carrie enjoys the opportunity to educate and empower individuals, businesses and organizations to be knowledgeable and savvy investors so they can meet their financial goals.