"Plan Your Portfolio for Bull and Bear Markets" Seminar

4300 Aidan Lane,North Port FL 34287

08 February, 2023

Description

Plan Your Portfolio for Bull and Bear Markets | Are You Prepared?Join Charlotte State Bank & Trust Vice President Christine Hause and Portfolio Manager Angie Parsons for a series of estate-planning and investment seminars designed to address important issues to help you secure your family’s financial future. Traders like volatility, as commissions come from buys and sells. Fiduciary non-commissioned portfolio managers prepare a solid strategy going in, so a sell off is not needed. Discover how to build a quality portfolio for success through the market’s ups and downs. Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.