What asset allocation is appropriate in retirement? Should you change your investments when you receive a lump sum, either from a pension payout or from rolling over your 401(k)? Did you inherit some money, but don't understand whether what it's invested in is right for you? Join us for this essential conversation when Danielle L. Schultz CFP®, CDFA™ of Haven Financial Solutions, Inc., author of Idiot's Guide: Beginning Investing and a contributing editor at Better Investing Magazine, provides guidance for your financial future.
This program will be presented using Zoom. Participants must register and provide a working email address to receive the login information.
Event Type(s): Adult NF Programming, Virtual
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