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  • Foundations of Investing Workshop Series - Session 1

Foundations of Investing Workshop Series - Session 1

  • Monday, March 11, 2019
  • 9:00 AM - 11:00 AM
  • Seniors on the Move, 318 5th St., West Des Moines, IA
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Foundations of Investing Workshop Series

Learn if you're on the right path or need to make adjustments. Know  what questions to ask your current financial advisor. 

March 11th 9:00 - 11:00 a.m.

Foundations of Investing

  • Value of an advisor
  • Managed money
  • The real cost of volatility (series of returns)

Prepare for the Unexpected

  • Long term care
  • Life insurance

presented by Miles Adams and Adam Mahoney, Omaha, NE


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