This will be a joint class with Estate Planning Attorney Paul Zumberge discussing the basics of Estate Planning, such as wills, trusts, and other important estate planning topics.
Then we will take a look at the myths of investing that are killing investment returns for most investors. These myths if not fully understood can cost you a phenomenal amount of money over your lifetime. We will talk about what it takes to actually diversify your portfolio and why rebalancing is so important. After tackling the 4 major myths of investing, we will tell you the 3 simple steps to successful investing.
Location – Teton Medical Specialty Center, 2001 S. Woodruff, Idaho Falls, ID 83404
Cost – Free
Food – Sandwich Tree