10 Things All Investors Should Know – Part 1

Thursday, March 16 @ 4:00 PM Pacific

Hosted by: Enduring Wealth Advisors®
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, March 16 @ 4:00 PM Pacific.

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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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