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Investment Planning Strategies


36 Montford Avenue
Asheville, NC 28801 United States



June 30


6:30 pm - 7:30 pm

Not only do the world and the economy look a lot different today than it did when you first entered the workforce, but so does investing your money for your financial future. Are you using the most current strategies, or the same old ones that have been used for decades? In this class, you’ll learn how to leverage new strategies that can grow and protect your assets, and position yourself for a better financial future. This class aims to educate all individuals, whether you’ve just entered the workforce or you’re planning your exit.

We will discuss these important topics and more:
• Are you overfunding your 401k?
• The impact of inflation, taxes, healthcare, and longevity on your financial future
• Why bonds are not working as a risk management strategy
• The difference between Mutual Funds and Exchange Traded Funds, and which makes the most sense for you
• How the order of accounts from which you withdraw funds can make a world of difference in your retirement
• The hidden fees of Mutual Funds and 401(k)s


Lenoir-Rhyne University – Asheville Campus • Classroom 234 • 36 Montford Avenue • Asheville, NC 28801