This course gives a completely unbiased look at the essential elements of investing in your retirement plan.

Major topics include:

• Learn about modern portfolio theory of investing and what it can do for you.
• Know the risk and rewards of investing in stocks.
• See how even small increases in your investment returns can amount to big savings.
• Understand why trying to time the stock market can be a significant mistake.
• Learn about how tax-advantaged investments can add up to big savings.
• Understand the benefit of employer matching contributions and what it means to you.
• Find out how much you can invest in your plan and when you can get your money.
• Learn why starting early can make all the difference when planning a safe and secure retirement.
• Learn your options for investing and what you need to know.
• Understand Roth IRAs and find out if they are better than 403(b) contributions.

For complete information about this course, including pricing, please call (610) 688-4477 ext. 22 or email SmithC@cpenow.com.

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Surgent McCoy CPE, LLC
237 Lancaster Ave
Devon, PA 19333
(610) 688-4477
(610) 688-3977 (FAX)
info@cpenow.com