Investing For Your Future 2: Mutual Funds and Tax-Deferred Investments

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This 90-minute web conference will cover: a discussion of the characteristics and types of mutual funds; mutual fund fees and other screening factors; characteristics of annuities and exchange-traded funds (EFTs); a review of sources of investment information; a discussion of benefits and types of tax-deferred investing; a discussion of how to invest with small dollar amounts. This presentation is Part 2 in a 2-part series. Investing For Your Future 1: Basic Concepts and Investment Products will be presented on March 4.

Presenters

Barbara O’Neill

Event Materials

Watch the Recording

Presentation Slides (PDF)

Presentation Slides (SlideShare)

Mutual Funds Backgrounder (PDF)

Part 1: Basic Concepts and Investment Products