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Investing 101 & Beyond w/Jeff Segelke, “How To Invest, and Wall Street Secr...

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Access Salt Lake

175 West 200 South

#100

Salt Lake City, UT 84101

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Individual investors frequently feel like their financial advisor, bank or brokerage is making more money on their investments than they are. There are important reasons why this is so.

• Learn the basics of Investing and Saving for your future.
• How to achieve your financial goals.
• Understand investment vehicles such as mutual funds, ETFs, Stocks, Bonds, REITs and
the pros and cons of each.
• Wall Street is crafty. Banks regularly create products (mutual funds, ETF’s, target-fate
retirement funds, 401k’s etc) that can legally charge investors fees in places that don’t
have to be disclosed.
• Subtle changes can be made to investment accounts that can save significant amounts
of money in both costs and taxes.

This one-hour educational course will help you identify a few of these land mines and how to avoid them in your traditional stock and bond investments.

Jeff Segelke, President of Segelke Financial Group, has advised business and individual clients for nearly 20 years. He is a radio show host, appears frequently on TV and is the author of “Making Your Dream Retirement A Reality”. He regularly speaks at investment conferences as well as to CPA and Estate Planning gatherings. He teaches monthly educational classes to the public on Social Security, Retirement and Tax & Estate
Planning. He is ranked among the top 1% of financial advisors nationwide by MDRT.

Date and Time

Location

Access Salt Lake

175 West 200 South

#100

Salt Lake City, UT 84101

View Map

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