Investment Planning

About this Webinar

CUI Wealth Management is excited to present the second part of its exclusive six-part financial wellness webinar series. This upcoming webinar will delve into the basics of investing, covering topics such as setting investment goals, understanding risk, different types of investments, designing and managing investment portfolios, taxes, and other investment principles. Whether you're a seasoned investor or just starting, this webinar will provide valuable insights and practical tips to help you make informed investment decisions. Take advantage of this opportunity to boost your financial knowledge and join us for this informative webinar.

• Duration: Approximately 40 minutes

• Sessions

  • Friday, August 9, 2024, at 12:00 PM MST

  • Monday, August 12, 2024, at 6:00 PM MST

  • Thursday, August 15, 2024, at 6:00 PM MST

Webinar Topics:

• Setting Investment Goals

• Understanding Risk

• Investment Types

• Designing and Managing Investment Portfolios

• Taxes

• Other Principles and Next Steps

Why Attend?

• Experienced Host: Learn from a seasoned financial advisor.

• Exclusive Resources: Access valuable resources and materials to enhance your financial literacy.

• Recording Available: If you're unable to make it, don't worry! Register anyway, and we'll send you a webinar recording after the event.