cps
Understanding & Optimizing Your Investment Choices
- This 15 hour seminar will explain very low maintenance, successful
investment techniques that historically has produced average annual returns of
10 - 30%. Participants will perform in-class exercises where they will learn how
to choose the best mutual funds and stocks for their 401K, IRA and Roth IRA.
- The cost for this class is $499/student
Advanced Investment Methods
- This 15-hour seminar will explain how to protect your investments in an up
or down market. Participants will learn how to use seasonality, sector funds and
widely-held stocks to design an investment portfolio within their company
investment plan and outside standard brokerage accounts
- The cost for this class $499/student
Cashing Out - Protecting
Your Investment in Retirement
- This 16 hour
seminar will explain multiple options for individuals nearing
retirement. Participants will perform in-class exercises where
they will learn how to evaluate 401k rollovers, tax strategies,
early withdrawals and IRA beneficiaries. In addition they will
learn how to evaluate and manage investment risk in retirement.
- The Cost of this class is
$599/student
Call (850) 267-0992 - to set up a
meeting with our team of specialists
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