
10 Things All Investors Should Know – Part 2
Thursday, April 27 @ 4:00 PM Pacific
Hosted by: Enduring Wealth Advisors®
Oakden Law, Ltd.
Guest Speaker: Christopher M. Bertorelli, CFP®, CIMA®, CRPC®
Sponsor: John Hancock Investment Management
Life’s financial goals are often too big for savings alone. The average cost of a 4-year college program at a public university is $176,600. The cost of raising a child until age 18 is $275,708. A single year in retirement costs, on average, $61,334. That is an expense of $1.84 million over 30 years before accounting for inflation. This workshop will provide insight to help you pursue some of life’s largest goals.
- Learn how various types of securities, such as stock, bonds, and alternatives, may be beneficial
- Find out when you should start investing and learn about tools to help mitigate risk.
- Discover how your emotions can be your worst enemy
Christopher is a Senior Vice President at John Hancock Investment Management and has over 29 years of experience in the industry. He received a Bachelor of Science in Mathematics from Salem State College in Massachusetts. He holds the CFP® (Certified Financial Planner), CIMA® (Certified Investment Management Analyst), and CRPC® (Chartered Retirement Planning Counselor) professional designations. Chris enjoys spending time in the water on his boat.
Please register and join us on Thursday, April 27 @ 4:00 PM Pacific.
Christopher M. Bertorelli and John Hancock Investment Management are not affiliated with LPL Financial or Enduring Wealth Advisors®.
Ralph Bender is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC.
Source: 1 Annual Survey of Colleges, College Board NCES, IPEDS fall 2021 enrollment data. Costs, based on four years, include tuition, room and board, books, transportation, and other college-related expenses. 2Expenditures on Children by Families, U.S. Department of Agriculture, January 2017, adjusted to 2021 using the average annual inflation rate published by the U.S. Bureau of Labor Statistics between 2016 to 2021. 3 “Consumer Expenditures –2020,” U.S. Bureau of Labor Statistics, September 2021.
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When Health and Money Intersect
Wednesday, May 24 @ 2:30 PM Pacific Time

Alzheimer’s Longest Day
Wednesday, June 21 @ TBD
Past Events

Personal Finance 101

Section 529 Plan Myths

Global portfolio and markets analysis

Growing Patience

Unleash Your Creativity

Capital Markets Update

Signs, Signals, and Stages of Aging

Fortifying Your Financial Future

The Changing Face of Retirement

Cyber-Security

The Dark Side of Going Green

EWA Family Trivia Night!
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