Join us as we investigate "Rules of Thumb" around investing, honing in on actionable guidelines for our own personal situations. Annex's Deanne Phillips, CFP®, CDFA®, ABFPsm and Tom Parks, AIF®, CRPS™ will debunk common myths such as saving is investing, being in the stock market is gambling, de-risking means to be mostly invested in bonds, and more in this lively webinar.
If you can't make it at that time, go ahead and register and we will send a recording.
Presenters
Deanne Phillips, CFP®, CDFA®, ABFP℠