Austin/San Antonio Chapter SIG Meeting (online only)
Title: Navigating Target Date Funds
Speakers: Charles Lucey & Frank Erzinger
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