An investment vehicle or account type is a tax-law defined framework that has specific tax advantages in which you can place financial assets or investments. An investment vehicle is much like a shopping cart, and the investment assets, the stocks, bonds, mutual funds, etc. are the groceries you put in those accounts.

The purpose of investing is to help you obtain your personal and family goals. As such, it is a means to an end, which is to attain your personal and family goals, not an end in itself. Because of this, it is critical that you are prepared to invest.

This workshops will delve into the basics of investing and saving. These are important topics. For many new to investing it can be an intimidating process left for another day. As any seasoned investor knows, ‘time is money’. Not investing early means the loss of countless dollars over the long-term. Investing benefits from an early start. The earlier you begin planning your investment, the greater your potential return on investment. Start now!


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