Join our Product Specialist, Tom Wilson, for a detailed look at how to use our InvestSMART portfolios to help meet your financial goals.

He will take you through how to use the financial goal calculators, risk tolerance, the InvestSMART philosophy, and what portfolios are offered.

Topics covered include:

• Financial Goals
• Why time frames and risk tolerance are important
• What InvestSMART can do to help you reach your goals
• A run through of InvestSMART Portfolios