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Investment Planning

Presented by Dave Herwerden of Westpoint Wealth Management
2025-07-14 19:00:00 2025-07-14 20:00:00 America/New_York Investment Planning Are Your Investments on Track? The best investing strategy is a carefully planned and prepared approach to managing and accumulating money. Westlake Porter Public Library - Dover Room

Monday, July 14
7:00pm - 8:00pm

Add to Calendar 2025-07-14 19:00:00 2025-07-14 20:00:00 America/New_York Investment Planning Are Your Investments on Track? The best investing strategy is a carefully planned and prepared approach to managing and accumulating money. Westlake Porter Public Library - Dover Room

Are Your Investments on Track? The best investing strategy is a carefully planned and prepared approach to managing and accumulating money.

A well-planned strategy can help you meet your short-term, mid-term, and long-term financial goals. Investment planning requires discipline and patience. But it doesn’t have to be difficult. In this seminar on Investment Planning, you'll learn:

  • Investment fundamentals, including the effects of inflation and compounding interest
  • How to identify financial goals and time horizons 
  • How to measure your risk tolerance, and the relationship between risk and return 
  • The difference between cash equivalents, bonds, stocks and mutual funds, and the importance of asset allocation

AGE GROUP: | Adults |

EVENT TYPE: | Business and Personal Finance |

TAGS: | |

Westlake Porter Public Library
Phone: (440) 871-2600
Fax: (440) 871-6969
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About the branch

Westlake Porter Public Library is an independent public library serving the residents of the city of Westlake, western Cuyahoga County and eastern Lorain County. The library is located at 27333 Center Ridge Road in Westlake, Ohio. Anyone who lives, works, owns property, or goes to school in Ohio can register for a free library card.

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