Westside Financial Planning
The Westside Financial Planning Subgroup focuses on the fundamental principles of investing to establish and maintain portfolios to meet financial goals. Meetings may include interactive discussions on contemporary investing issues of the day or presenters on various related topics.
- Monday, April 6, 2026 – 7:00 PM Eastern Time
Funding Goals with Funds
We will have a round table discussion on the various types of funds: Mainly Traditional Mutual Funds and Exchange Traded Funds and how they are similar and different and how they can be used to develop a portfolio for a variety of investment goals. From dull stodgy boring funds to build funds for retirement to go go funds for active traders.
Join us and be prepared to discuss some of your favourites.
Monday, October 5, 2026 – 7:00 PM Eastern Time
ZOOM MEETING REGISTRATION DETAILS
Register to attend the Westside Financial Planning Subgroup Meetings by Zoom. Once registered, you will be provided a link to the meeting and sign in credentials to attend via your Computer, Tablet or Smart Phone.
Sign Up to Attend Westside Financial Planning Meetings by Zoom:
https://us02web.zoom.us/meeting/register/Lc8Y220BSVamIzmG1Kbu2A