We’re bombarded every day by the names and titles of different financial products. For those of us who are novices in the world of finance, it’s often difficult to know where to start when you want to begin investing, and what accounts apply to you and your specific situation.
This webinar will guide you through the most commonly used investment accounts for the new investor and entrepreneur, and the major benefits of each specific account type.
Imagine what it would feel like to speak with a financial professional, and actually have working knowledge of the terms that they throw at you!
Join us in this fun and informative discussion about understanding common financial products that help you shape a winning strategy.
This webinar is designed to:
Outline common investment accounts types used by new individual investors and entrepreneurs.
Educate you around the fundamental features of different investment accounts, and when to apply them to different life scenarios and needs.
Empower you around where you can start when you’re ready to grow your portfolio.
About Shurnette Henry:
Shurnette has over 15 years experience in financial services, and is Managing Partner at Papillon Financial. As a seasoned professional, she is experiencing the most gratification helping individuals as an advisor in personal finance. Passionate about financial education and the opportunity to empower individuals on wealth building, Shurnette is Co-Creator of Papillon’s proprietary wealth coaching program PEAK (Proactively Educating & Acquiring Knowledge), where her goal is to guide people along the ever-changing events in their lives through effective wealth management strategies.