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Balancing Acts: Investing for College without Sacrificing Retirement

Session Speakers
Session Description

Why Attend
One of the keys to successful investing is balance, whether it’s finding the optimal trade-off between risk and return or diversifying across a mix of stocks, bonds, and other asset classes. Balance is also paramount when it comes to life’s two most important financial goals. The question facing families isn’t whether to invest for college or retirement.

Session Details
During this session, Katherine Roy and Michael Conrath will provide insights into the balancing acts investors must perform between:

  • College and retirement
  • Their desire to spend and their need to save
  • Challenges outside their control and solutions within it

Additional Information
CPE-1.5 hrs, CIMA-1.5 hrs, CE-1.5 hrs
1h 15m
Session Schedule