Loading Events

« All Events

  • This event has passed.

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

Thu March 14, 2013: 11:00 am-12:30 pm EDT

Event Navigation

CEU approval for OneOp Personal Finance webinars expires 3 years after the live event. CEUs are no longer available for this webinar. For more information and to earn CEUs from more current webinars click here.


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.


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

Event Tags

Leave a Reply