Webinar: Is Your Money Working for You? A Plan for all Your Assets

Date: December 4, 2019
Time: 12:00PM - 12:30PM CST
  • Online

Event Details:


Money is a tool that can help you achieve your goals. Your money needs to work for you. As you invest, it is important to diversify your portfolio and set specific goals. Think about the things you need to pay for such as a child’s education, a new home, or early retirement. These goals may help you drive the types of investments you choose to use.


Join us as we share our insights on:

  • Assessing your risk tolerance
  • Asset allocation as a strategy
  • Investment asset allocation options (pre-tax, taxable, Roth)
  • Maximizing company retirement plan benefits
  • The importance of after-tax returns in non-retirement accounts

Presented by:

Kuzera 150    Lagore-Kelly-grey
Keith Kuzera, AIF®
Wealth Manager
  Nathan Cowen, AAMS®
Wealth Manager


Cost: Complimentary

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The information set forth herein is intended to be informational in nature and is not intended to constitute retirement planning advice, tax advice, legal advice or investment advice and should not be construed as such.  Consult with a professional adviser for advice specific to your situation.