L205 Fall 2019 Financial Education Series: Understanding your Investment Statements and Annual Reports
Tuesdays, 9:40–11:05, Oct. 29–Nov. 5
Instructor: Linda Black
Your investment company statements contain a tremendous amount of information designed to inform and guide you in your investment decision-making. This class will educate you on what information is provided and how to best utilize this data. Topics will include 401k statements, investment statements, and Social Security statements.
Linda Black, Chartered Financial Consultant, RICP, GFS, has extensive experience counseling clients on portfolio construction, retirement income strategies, and asset protection. For more than 20 years, she has proudly represented her client's interests as a fiduciary.