The most common comments we receive after our “Portfolio Protection with Possibilities Workshop” are: “I had no idea these types of investments were available to me!” Are you cautious about taking on risk with your investments? Does market volatility make you uncomfortable? If you are looking for an investment strategy that protects your core portfolio(1) and gives you confidence to stay invested through market cycles, then don’t miss our virtual educational session on Principal Protected Notes. These unique solutions can: — Protect your principal against losses, if held to maturity(1) — Increase the potential for growth and/or income(1) — Help you feel more financially prepared to meet your investment goal Our next workshops will be on the following days: Thursday, June 13, 2024 06:30 PM Eastern Time (US and Canada) Saturday , June 15, 2024 11:00 AM Eastern Time (US and Canada) Email me at cyril.white@fourfinancial.com if you have any questions or would like to r...
White House Financial & Settlement Consulting, LLC helps families live an easier and less stressful life through the achievement of their financial goals by providing comprehensive, fee-only, client focused financial advice and exceptional service.