Investing Basics: Five Steps to Building a Disciplined Investment Strategy from Northwestern Mutual

When:  Apr 20, 2021 from 12:00 PM to 1:00 PM (ET)
Associated with  Rochester Chapter

Course Description:

This presentation provides information about investing, which may help attendees feel more secure in their investment strategy, especially in today's changing world. Five steps are reviewed to help attendees invest more confidently, regardless of the market—goal setting, diversification, risk and reward, discipline, and momentum.

CPE Credit: 1.0 ICMA CPE credits

Field of Study: Investments

Registration is mandatory to participate. To ensure accurate CPE reporting, please provide your correct IMA member number as listed in your IMA membership profile. Your first and last name should also be as per your IMA profile. If any details are incorrect this could delay your CPE credits being reflected on your transcript and certificate being issued for this session.

Non-IMA members put "N/A" in Member number field.

Link to Registration: https://event.on24.com/wcc/r/3074757/21F08308CFC011C908A08BC56A085E35



Speaker: Mr. Charles Mott, CPA, Financial Advisor at Northwestern Mutual

Speaker Bio:

Charles graduated from SUNY Oneonta in 2017 with a Professional Accounting degree. His previous career was in investment accounting at an insurance company, where he gained valuable experience and earned the designation of Certified Public Accountant. Charles transitioned into a financial planning career with Northwestern Mutual to be able to pursue his mission at the turn of 2020.

His personal mission is to change the lives of others by having an impact in their financial lives. That impact is to make sure they are not taking any steps backwards and always sprinting to their personal and professional goals.

Location

Online Instructions:
Url: http://event.on24.com/wcc/r/3074757/21F08308CFC011C908A08BC56A085E35
Login: Registration is mandatory to participate. To ensure accurate CPE reporting, please provide your correct IMA member number as listed in your IMA membership profile. Your first and last name should also be as per your IMA profile. If any details are incorrect this could delay your CPE credits being reflected on your transcript and certificate being issued for this session.