Practical Investment Strategies for Every Stage of Life

Discuss the basics of stocks and bonds, the benefits of asset allocation, and why investing NOW may help you meet your unique financial goals. Learn about the emotional biases that may adversely affect financial decisions. Dis-cuss the economic “points of light” investors may have overlooked. Also, learn about the best strategies to help you re-enter the market at your own pace. Learn why it may be appropriate to focus not on the next 3, 6, or 12 months, but rather the next decade – and why equities are worth considering for your portfolio. Join us as we discuss the five compelling reasons to consider be-ing an equity investor in the decade ahead! Life expectancies are stretching considerably, and chances are good that you’ll be spending a large portion of your life in retirement. Thus, the way in which you structure multiple income sources, juggle distributions from savings and retirement plans, and invest your funds will help determine whether you will have the money necessary to fund a long retirement.
Sat, Oct 12, 9:00am-12:00pm, $69
OR
Sat, Nov 2, 9:00am-12:00pm, $69

To register, please call 262.521.5460 or visit our website https://waukesha.uwc.edu/ce/