Point West invites you to join Financial Advisor* Dean Eisenbraun for a seminar titled “Investing in Today’s Market.” Below is a brief Q&A with Dean to give you a better idea of what to expect. We hope you will join us!
Thursday, June 14th from 6 – 7pm
Point West Credit Union | 718 NE 12th Ave | Portland, OR 97232
RSVP: [email protected] OR 503.546.5000 x176
Q: What can members expect to learn at this seminar?
This Seminar delves into several subjects pertaining to investing: Today’s Market, The Emotion of Investing, Investing Concepts, and How Point West Credit Union can help.
Q: Give us an overview of “today’s market” and what the “weather is like out there.”
It has been a difficult time for investors for the last 4+ years. And there’s still a lot happening and being talked about in today’s market with the European Debt Crisis, the 2012 presidential election, U.S Debt concerns, etc. Folks are trying to make sound financial decisions in the face of all this. The question is how should these current events impact investment strategies, if at all?
Q: How can you help members get back on track?
Whether the member is still working and saving for the future, about to retire, or already retired… I can best help members by determining their goals, then creating an overall strategy to accomplish these goals, and then provide ongoing consultation to monitor the progress and make sure they stay on track. This last step is where many investors fall short especially when the market takes a drastic downturn.
*Securities and advisory services offered through KMS Financial Services, Inc. Member FINRA/SIPC. Investments Are: NOT NCUA/FDIC INSURED, NO CREDIT UNION GUARANTEE, MAY LOSE VALUE.