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Understanding your Investment Funds
Many of us start investing with a 401(k), financial advisor, or recommendations from friends and family - often without understanding what they actually own. Unsure if your investments are optimized for your situation?
You will learn:
- How to review and understand what you own & your current risk level
- Where to find and calculate hidden investment fees that eat into your returns
- How to adjust your portfolio if it's too aggressive or conservative for your needs
This webinar is for… anyone who owns investment funds but feels uncertain if their investments are optimal.
Meet the speakers

How it works
Understanding your Investment Funds
Many of us start investing with a 401(k), financial advisor, or recommendations from friends and family - often without understanding what they actually own. Unsure if your investments are optimized for your situation?
You will learn:
- How to review and understand what you own & your current risk level
- Where to find and calculate hidden investment fees that eat into your returns
- How to adjust your portfolio if it's too aggressive or conservative for your needs
This webinar is for… anyone who owns investment funds but feels uncertain if their investments are optimal.
Meet the speakers
