PlanWell™ Series: Module 2 - InvestWell

Module 2 - InvestWell: Understanding how to put savings to work 

This second workshop in the PlanWell™ series covers how you can take the saving principles and lessons from SaveWell and put them to work in pursuit of your retirement goals. From identifying risk tolerance levels to exploring the investment vehicles available, we provide a clearer picture of how to grow a nest egg by investing it.

 Understand degrees of risk tolerance
 Manage volatility
 Understand the role of diversification within a portfolio
 Learn to use the passing of time to make the most of your investments

*checkout the other workshops in the series, all free for NEHRA Members! (must be a NEHRA member to attend)
Module 1 - SaveWell 8/14, 12:00PM
Module 2 - InvestWell, 8/28, 12:00PM
Module 3 - LiveWell, 9/4, 12:00PM
Module 4 - ProtectWell, 9/25, 12:00PM

Rebecca Saccone

Financial Planner

Baystate Financial

Rebecca received her Bachelor’s of Science in Business Management from Mount St. Mary’s University in Emmitsburg, Maryland where she played Division I Women’s Golf.  She holds her Series 6,7, Series 63, Series 65 as well as Life and Health Insurance licenses. 

Rebecca lives in Canton, MA with her husband and her dog, Riley a bernedoodle. She is happiest spending time with family and friends.  During her free time, she enjoys playing golf, cooking, and reading a good book by the water.

Key:

Complete
Failed
Available
Locked
PlanWell™ Series: Module 2 - InvestWell
08/28/2024 at 12:00 PM (EDT)  |  60 minutes
08/28/2024 at 12:00 PM (EDT)  |  60 minutes Module 2 - InvestWell: Understanding how to put savings to work This second workshop in the PlanWell™ series covers how you can take the saving principles and lessons from SaveWell and put them to work in pursuit of your retirement goals. From identifying risk tolerance levels to exploring the investment vehicles available, we provide a clearer picture of how to grow a nest egg by investing it.  Understand degrees of risk tolerance  Manage volatility  Understand the role of diversification within a portfolio  Learn to use the passing of time to make the most of your investments *checkout the other workshops in the series, all free for NEHRA Members! (must be a NEHRA member to attend) Module 1 - SaveWell 8/14, 12:00PM Module 2 - InvestWell, 8/28, 12:00PM Module 3 - LiveWell, 9/4, 12:00PM Module 4 - ProtectWell, 9/25, 12:00PM
You must register to access.
Survey - PlanWell™ Series: Module 2 - InvestWell
6 Questions
6 Questions A quick survey to evaluate the effectiveness of this NEHRA session (3-4 minutes max)
You must register to access.