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ACCT 0404 - Understanding 401{k} Rollovers - Society of Financial Awareness

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ACCT 0404 - Understanding 401{k} Rollovers - Society of Financial Awareness

Understanding 401{k} Rollovers  - Society of Financial Awareness image

Description

Two Topics Each Night

3/25 Understanding 401{k) Rollovers

• Why is this important? Evaluating & understanding your options

Asset Allocation & Modern Portfolio Theory

• Asset classes, risk tolerance, time horizon, & objectives

(fourth Wednesday no class 3/17 for Spring Break)

Instructor: THE SOCIETY FOR FINANCIAL AWARENESS (www.SOFAUSA.ORG)

1st and 3rd Wednesdays Monthly Fee: FREE TO THE PUBLIC

Description

Two Topics Each Night

3/25 Understanding 401{k) Rollovers

• Why is this important? Evaluating & understanding your options

Asset Allocation & Modern Portfolio Theory

• Asset classes, risk tolerance, time horizon, & objectives

(fourth Wednesday no class 3/17 for Spring Break)

Instructor: THE SOCIETY FOR FINANCIAL AWARENESS (www.SOFAUSA.ORG)

1st and 3rd Wednesdays Monthly Fee: FREE TO THE PUBLIC

3/25/2020

8 Seats Remaining

Time Location Instructors
Wednesday: 6:00 PM - 8:15 PM A223 (Industrial Training East) Fitzgerald

Cost: $0.00

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