Join our exclusive webinar to learn how to steer clear of common investment mistakes and make smarter financial decisions!
About this Event

Exclusive Webinar: Avoid Common Investment Pitfalls

Join us for this exclusive webinar where we will discuss how to avoid common investment pitfalls. Jim Bertram, CEPA® will share valuable insights and strategies to help you make investment decisions that will help you with your financial goals. Sign up now to secure your spot!

Once you register you will be sent a zoom link to log into the event.

Agenda

1. Introduction

2. Behavioral Finance Pitfalls

3. Understanding Fees

4. Market Timing Missteps

5. Importance of Planning

6. Q&A