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May Seminar: Investing 202 – How to Build an Investment Portfolio
BeManaged’s Financial Wellness seminars will continue with education on the various aspects of how to build a diversified, asset allocated investment portfolio.
CA EMPLOYEES – 1-on-1 Consultations Available May 21-24 – Click Here to Schedule a Consultation
April Seminar: How to Monitor the Markets - Click here to review
Free 1-on-1 Consultations: The goal of the consultations is to provide you with important thinking points and strategies to bring some clarity to your personal situation. The topic of the consultation is what you need it to be, whether that be retirement planning, getting ready for retirement (more specifics), budgeting, etc. There are no products sold and they are free for all Amway employees!
Your Personal Situation
While seminars can be helpful in learning about concepts and strategies, it is quite another thing to determine how they might impact your personal goals and financial picture. Thus, we highly recommend taking advantage of the free consultations so to get a third party’s perspective without the fear of having financial products sold to you.
Practical Strategies
There are a lot of things to consider in those final months before retiring. Until then, there are some practical steps you can take to make sure you are prepared when you get down to that final year before retiring, whether that be 5 or 30 years from now.
Personalize Your Plan
Information is just words until put into action. Take advantage of the free 1-on-1 consultations available to help you determine a retirement plan that works for you. Click the button above to schedule yours now.
Seminar Schedule
BeManaged will be providing the following seminars from May 22-24.
Investing 202 – How to Build an Investment Portfolio
- Tuesday, May 22nd - 7am, 11:30am, 2pm & 5:30pm
- Wednesday, May 23rd - 7am, 11:30am, 2pm & 5:30pm
- Thursday, May 24th - 7am, 11:30am, & 2pm & 5:30pm