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Online Registration

Are Your Mutual Funds Making the Grade?

Dates: February 15, 2022

Meets: 1 T 7-9PM

Location: Online

Arl. Res.: $49.00

There are still openings remaining at this time.

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This is an opportunity to receive a detailed analysis of the mutual funds that you own. Navigate through a mutual fund analysis report. If you choose, the instructor will provide the report on mutual funds that you hold so you can apply the information directly to your portfolio. Learn how your funds have performed over the short-term and long- term; how your funds compare against both the appropriate market index and against its peers; and how to evaluate the funds risk profile against the benchmarks and your own risk tolerance. Instructor is a Certified Financial Planner with twenty years of experience in Portfolio Management and Performance Analysis. It is not required to use your own mutual funds, but if you choose this option, the instructor will need your fund names prior to class.
Fee: $49.00
Hours:2.00

Call us at (703) 228-7200 to see if you qualify for a discount on this course.

Fee Breakdown

CategoryDescriptionAmount
Course Fee (Basic)Arl. Res.$ 49.00
Course Fee (Alternate)Arl. Sr.$ 39.00
Course Fee (Alternate)Non-Res.$ 59.00

Online

Johanna Kehoe

Kehoe, Johanna C. Johanna C. Kehoe, CFP is Vice President for Investments with A.G. Edwards & Sons and a nineteen year veteran in the Financial Services Industry. Johanna provides personalized investment planning and management to help individuals, businesses and institutions build and preserve long term wealth. Johanna received her BA from Georgetown University and an MBA from George Mason University. She attended the College for Financial Planners, where she received her CFP designation in 1990.