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L205 Fall 2019 Financial Education Series: Understanding your Investment Statements & Annual Reports

Course number : L205 Fall 2019   
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L205 Fall 2019 Financial Education Series: Understanding your Investment Statements and Annual Reports
Tuesdays, 9:40–11:05, Oct. 29–Nov. 5
Two sessions
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.
 

Class Details

2 Sessions
Weekly - Tue

Location
Loudoun

Instructor
Linda Black 

Class Fee: 

$0.00


Schedule Information

Date(s) Class Days Times Location Instructor(s)
10/29/2019 - 11/5/2019 Weekly - Tue 9:40 AM - 11:05 AM Sterling, Loudoun   Map, Room: Room 208 Linda Black 

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