Investing For Your Future 2: Mutual Funds and Tax-Deferred Investments

This 90-minute web conference will cover: a discussion of the characteristics and types of mutual funds; mutual fund fees and other screening factors; characteristics of annuities and exchange-traded funds (EFTs); a review of sources of investment information; a discussion of benefits and types of tax-deferred investing; a discussion of how to invest with small dollar amounts. This presentation is part 2 in a 2 part series. Investing For Your Future 1: Basic Concepts and Investment Products will be presented on March 4.
1.5 CEUs will be awarded to AFC-credentialed participants.
A list of resources and research on this topic is available here:
View the slides from this presentation here: or view in Slideshare here:

•To connect to this webinar, which is hosted by DoD, you must install security certificates if you are not on a military installation. Instructions for can be found:

It is best to connect to the

However we are also streaming on a UStream channel

* If you were unable to join the live session of this web conference and have viewed this archived session, you may be eligible to receive 1.5 AFCPE CEUs (if AFC credentialed) by taking a short quiz about this sessions content. To do so, please review these instructions:


Barbara O'Neill

Created by Molly Herndon