GET YOUR PIECE OF THE FINANCIAL PIE

Monthly Investment Workshops
Sponsored by
James D. Hitchcock
Senior Vice President, Investments

Seating will be limited, and lunch/dinner will be provided. RSVP by calling Erin Mary at 949-734-2250.

Where:
Polly’s Pies Restaurant
23701 Moulton Parkway | Laguna Hills, CA 92653


Date Day Time Subject
January 16, 2019 Wednesday 2:30 to 5:00 p.m. Growth and Value Investing
February 13, 2019 Wednesday 2:30 to 5:00 p.m. Global Investing
March 13, 2019 Wednesday 2:30 to 5:00 p.m. Investing for Retirement
April 17, 2018 Wednesday 2:30 to 5:00 p.m. Dividend Investing
May 15, 2018 Wednesday 2:30 to 5:00 p.m. Downturns & Recoveries
June 12, 2018 Wednesday 2:30 to 5:00 p.m. Planning Wealth Across Generations
July 17, 2018 Wednesday 2:30 to 5:00 p.m. Education Planning
August 14, 2018 Wednesday 2:30 to 5:00 p.m. Aging and Its Financial Implications
September 18, 2018 Wednesday 2:30 to 5:00 p.m. Healthcare: The Retirement Wildcard
October 16, 2018 Wednesday 2:30 to 5:00 p.m. Keys to a Successful Retirement
November 13, 2018 Wednesday 2:30 to 5:00 p.m. 12 Financial Resolutions
December 18, 2018 Wednesday 2:30 to 5:00 p.m. Maintaining Control in Estate Planning
 

Investors should consider the investment objectives, risks, and charges and expenses of mutual funds and Exchange Traded Funds carefully before investing. The prospectus contains this and other information about the funds. The prospectus is available from our office and should be read carefully before investing.

Investing involves risk, and investors may incur a profit or a loss. Diversification does not ensure a profit or protect against a loss.

International investing involves additional risks such as currency fluctuations, differing financial accounting standards, and possible political and economic instability. Investing in emerging markets can be riskier than investing in well-established foreign markets.

Specific-sector investing, such as real estate, can be subject to different and greater risks than more diversified investments. Declines in the value of real estate, economic conditions, property taxes, tax laws and interest rates all present potential risks to real estate investments. Also investing in an individual sector involves limited diversification and may not be appropriate for every investor.

Target maturity funds seek to maximize assets for retirement in the approximate year (Target Date) listed in the fund name. The fund will gradually shift its focus from more aggressive investments to more conservative ones as the target date approaches. Investment in a target maturity fund is not guaranteed at any time including on or after the target date.