Buy-and-hold investment strategies have proven profitable for many individuals. The assumed rate of return for long term investments averages at 7%. Learn from the Certified Financial Planners Association (CFPA) how to beat the average rate of return by:

• Picking the right investments that will yield successful long-term rates of return.

• Organize and manage your account for long-term success

• Learn to rebalance your portfolio if necessary and know how to change investment strategies.

• Prepare for your future by timing investments to work for 5, 10, 20, 30+ years from retirement.

• Match investments to your future goals.

Eventbrite registration required. 

For Adults ONLY. 

This program is sponsored by the Certified Financial Planners Association. 

The opinions in this program are not necessarily those of the Santa Clara City Library or the City of Santa Clara. Each individual investor makes their own investment decisions and we do not guarantee any rate of return.