Investment Fundamentals

Please Note: The May 15 Investment Fundamentals seminar in Madison is full and registration has closed. Thank you for your interest in this topic and look for it to be offered again in the future.

If you would like to meet one-on-one with an Wealth Management financial consultant, contact our Wealth Management team.


Traditional savings accounts and certificates of deposit often don't provide sufficient growth potential to help investors pursue their objectives. Yet many people are intimidated by the idea of investing because they are concerned about market volatility or don't know where to begin. In this seminar, you'll learn:

  • Five myths and truths of investing
  • Strategies that could help your money work smarter and harder
  • How to select investments that match your objectives
  • Ways to diversify your portfolio to help limit your exposure to risk
3500 University Ave

Our financial education events are free and open to the public.

Request this Event