Financial Fitness … with Financial Advisor Sorelle Passo.
Join us for free monthly online teachings with opportunity for questions and answers on financial topics that will empower you to to increase your financial health, taught by Financial Advisor Sorelle Passo. All meeting will be a maximum of 60 minutes.
NOTE: Starting In September!
- Session 1 – Different Types Of Investment Accounts.
- Session 2 – Figuring Out Your Risk Tolerance.
- Session 3 – Types Of Securities.
- Session 4 – How To Diversify A Portfolio.
- Session 5 – How To Manage Liquidity.
- Session 6 – How To Consider Debt And Leverage.