Austin/San Antonio Chapter SIG Meeting (online only)
Title: Navigating Target Date Funds
Speakers: Charles Lucey & Frank Erzinger
Time: 5/21/ 2025 6pm-7:30pm central time
Register link: https://us02web.zoom.us/webinar/register/WN_bHUzZ3uTSuGy7GJZ00E-NQ
In today's volatile markets, it can be wise to rely on experienced investment professionals to manage part of your long-term financial plan. Join Charles Lucey and Frank Erzinger as they guide you through how Target Date Funds (TDFs) can help support your financial future-and how to get started.
What You'll Learn:
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Foundations: How Target Date Funds work, how they perform, and who the major providers are
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Smart Selection: Key factors to consider when choosing the right TDF for your needs
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Next Steps: Reliable resources to begin-and maintain-your TDF investment strategy
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WU ZHENG
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