march, 2017
14mar6:00 pm7:00 pm"Keep Your Investments in the Mix" - Coastal Cornerstone Branch - (Completed)
Time
(Tuesday) 6:00 pm - 7:00 pm
Location
Coastal Cornerstone Branch
2339 Davis Drive Cary, NC 27519
Organizer
Coastal Wealth Managementwealthmanagement@coastal24.com
Event Details
How do you choose the investment mix that's right for
Event Details
How do you choose the investment mix that’s right for you? Many investors make the mistake of putting all their eggs in one basket. Uncover strategies that could help you diversify your savings portfolio with principal guaranteed solutions and other investment strategies.
Expect a lively discussion around investing concepts, such as inflation, relationship between risk & return, diversification, your risk tolerance level, liquidity needs and asset allocation.
We will have refreshments and light food items available approximately 30 minutes prior to the start of the presentation and during the event.
If the event is closed for registration, please contact Wealth Management at (919) 882-6655 or wealthmanagement@coastalfcu.org to see if accommodations can be made. Thank you.
Coastal Credit Union will be using video, and photographic cameras at the event. Your image may be captured on film, video, or photographs which may subsequently be displayed or disseminated without your consent or payment of compensation.
Coastal Cornerstone Branch2339 Davis Drive Cary, NC 27519