Mutual Fund Investing

Financial Essentials, LLC

Teaching Personal Financial Planning Skills

Unbiased Education - Not Sales

How to Invest In Mutual Funds is one of our most important workshops. Mutual funds are a very popular way to invest, and offer many opportunities to help you grow your wealth. However, they can also be risky.

If your company offers a 401(k) or 403(b) program, this workshop is critical for you. These programs offer a limited number of mutual funds, and picking the right ones is essential to a successful retirement planning.

Workshop topics include:

Understanding What Mutual Funds Are
The Different Types of Funds
How Funds Can Make or Lose Money
The Difference Between Load and No-Load
Watching Out for Fees and Expenses
The Difference Between "A Shares," "B Shares," and "C Shares"
How to Diversify
How to Buy and Sell Funds
How to Pick Funds to Fit Your Needs

You will also receive worksheets to help you follow and implement our program.

You can book a live Workshop or Webinar for groups of 15 or more, or you can purchase this program on CD.

If you have any questions, please email us at info@financialessentials.net, or give us a call at 661.254.4228

Now Available on CD

How To Invest In Mutual Funds

$45 (plus shipping)

Workshops