Investing Basics: Five Steps to Building a Disciplined Investment Strategy
IEEE-USA Financial Literacy Series Webinar
In the first webinar of this series, Kyle Cunningham will discuss the fundamentals of creating a financial plan and investment strategy based on the concepts of goal setting, risk and reward, diversification, discipline, and momentum.
Join us here:
IEEE-USA Financial Literacy Webinar Series
- Investing Basics: Five Steps to Building a Disciplined Investment Strategy
January 11, 2023 at 2:00pm ET
View recording on demand here: https://bit.ly/webinar-1-11-23-yt - Insurance Concepts and Products: How to Secure Your Assets and Income
February 8, 2023 at 2:00pm ET
Details: https://events.vtools.ieee.org/m/336484 - Starting Your Journey Towards Healthy Financial Habits
March 8, 2023 at 2:00pm ET
Details: https://events.vtools.ieee.org/m/336492 - Building a Retirement Income Plan
April 5, 2023 at 2:00pm ET
Details: https://events.vtools.ieee.org/m/336496
This series is being presented in partnership with the IEEE Member Discounts Program.
Date and Time
Location
Hosts
Registration
- Date: 11 Jan 2023
- Time: 02:00 PM to 03:00 PM
- All times are (UTC-05:00) Eastern Time (US & Canada)
- Add Event to Calendar
- Contact Event Hosts
-
- David Iams, IEEE-USA
202.530.8374 - Daryll Griffin, IEEE-USA
202.530.8337
- David Iams, IEEE-USA
- Co-sponsored by IEEE Member Discounts Program
Speakers
Kyle Cunningham WMCP®, RICP® Wealth Management Advisor
Investing Basics
Biography:
Kyle Cunningham, a Wealth Management Advisor with Northwestern Mutual Wealth Management Company, specializes in personal wealth management and retirement income planning. Kyle has been in practice for fourteen years and he helps clients build and protect wealth using tax-advantaged investment and financial planning strategies.
Agenda
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Visit: ieee.org/discounts
PDHs are available to IEEE members in the U.S.