Fundamentals of Investing

*This event is exclusively for AdviceOne clients

Presented by Neil Goldberg, ChFC®

Join us for an evening to learn Everything You Always Wanted to Know about Investing but Were Afraid to Ask!

Fundamentals of Investing 

Get a better understanding of the very basics of stocks, bonds and the stock market. Learn about the different types of accounts that exist along with the rules associated with each one. You will also gain an understanding of what diversification is and why it is so important.

Topics include:

  • What is a stock?
  • What is a dividend?
  • The difference between value and growth
  • Large Cap, mid cap, and small cap companies
  • What is a bond?
  • Types of qualified plans
  • What is an IRA vs. a Roth IRA?
  • Non-qualified plans
  • Capital gain
  • Diversification

We hope you'll take advantage of these informative discussion. Space is limited, so we recommend you reserve your place today.




 Fundamentals of Investing

6:30-8pm ET

Tuesday, June 21, 2022


*This event is exclusively for AdviceOne clients

Please fill out the form below to register. We look forward to seeing you!