Financial planning expert Jonathan Strong of UBS Financial Services, Inc will share- How to develop a diversified investment program using a long-term approach –for beginner and intermediate investors. IRA, 401k Plan, 529 College Savings, tax free income, annuities, mutual funds, individual stocks.
Methods to review and monitor your portfolio to increase your knowledge and advance your investing strategy. Programs to protect your money in volatile and uncertain markets – while earning income for your portfolio.
Event Type(s): Adult Programs
Age Group(s): 18+
Gail Anderson
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