Start Investing in the New Investment Lineup

Start Investing in the New Investment Lineup

AGENDA

Workplace savings plan

Key investing concepts

Common investments

Appropriate investment mix

Your investment approach

Benefits of investing in your workplace savings plan

BENEFITS

Reasons to invest

Tax advantages

Variety of investment options

Compounding growth

BENEFITS

Plan investment options

Stocks

Bonds

Short-term

Key investing concepts

KEY CONCEPTS

Saving vs. Investing

SAVING

Set money aside for a specific need in the future

INVESTING

Purchase a financial product (such as stocks or bonds)

KEY CONCEPTS

Determine your investment approach

Do It Yourself (DIY)

Professional Investment Help

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