Are you contemplating retirement or are you a retiree wondering whether you are optimizing your current investment portfolio?
Join One Day In July as Financial Advisor Peter Egolf discusses topics related to retirement investing, such as:
• Fees - Understanding and avoiding the costs and tricks of the financial industry.
• Diversification - What does it mean to have a diversified portfolio, and are you getting the market return adjusted for your risk level?
• Investment Strategies - Should you use stock picking, active management, or index investing?
• How to avoid costly errors - Your behavior matters.
• Q&A - All questions welcome.
Learn more about Peter here: https://www.onedayinjuly.com/vermont-financial-advisor-peter-egolf. If you have questions about investing you've been waiting to ask a professional, this is your chance!
This workshop will be held in the beautiful Large Community Room at the new Pierson Library in Shelburne.
Please RSVP as seating is limited: https://www.eventbrite.com/e/retirement-investing-seminar-tickets-178747688147
One Day In July LLC is an SEC-registered investment advisor. Registration does not imply a certain level of skill or training. One Day In July LLC does not guarantee actual returns or losses. This content is for educational purposes only and is not investment advice. Individual circumstances may vary.
Sep 21, 2024, 10 AM to 2 PM
Fall Foliage ToursSep 25, 2024, 11 AM to 6 PM
Burlington Farmers MarketSep 28, 2024, 9 AM to 2 PM