Knowledge is power – especially when it comes to investing your hard-earned money! This webinar is intended for those with a foundational understanding of investments. After a brief review of Investing 101: Learn the Basics (presented in Spring 2024), we will do a deep dive into the various investment vehicles and options, specifically the advantages and disadvantages of IRAs, Roth IRAs, annuities, and 529 plans.
Presenter: Steve Dimitriou, A.I.F., C.P.F.C.; Managing Partner, Mayflower Advisors