GET YOUR PIECE OF THE FINANCIAL PIE
Monthly Investment Workshops
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.
Polly’s Pies Restaurant
23701 Moulton Parkway | Laguna Hills, CA 92653
|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.