Investment Basics


A live webinar on Wednesday January 30, 2019 at Noon Eastern, or Wednesday, March 27, 2019 at Noon Eastern.



Nancy D. Butler, Certified Financial Planner® (CFP), Certified Divorce Financial Analyst™ (CDFA) and Certified Long-Term Care Specialist (CLTC), the owner of “Above All Else, Success in Life and Business”, is a national professional motivational speaker, award-winning author, and continuing education instructor.

After twenty-five years building an asset management and financial planning practice from scratch to $200 million in assets under management, in 2007 Nancy sold her practice and with over 35 years of experience, uses her knowledge and experience to help others reach greater levels of success in their personal and business lives.

Nancy writes the material and is an instructor for continuing education sessions to enable financial advisors, insurance professionals and divorce attorneys to maintain their licenses.

Nancy has been quoted in Money magazine, USA Today, Forbes, The National Business Institute, The New England Real Estate Journal, The Financial Planning Association magazine, The Chicago Tribune, U.S. News and World Report, and many more.

Her three award-winning books “Above All Else, Success in Life and Business” published in 2012, “A Realtors Guide to Greater Success, Above and Beyond the Competition” published in 2014 and Above All Else, Independence, Happiness and Success in Your Senior Years published in 2017 help improve your life and business.


Investment Basics - What you need to know to get started in the right direction.

It used to be easy years ago when pretty much all there was to pick from was a checking and savings account and maybe a certificate of deposit. And, people had more free time available than many people have today.

Now, with so many investment options, volatile markets and less time available to spend keeping up with it all, do you understand the wide range of investments available to you and how to properly manage them?

For most every investment available, it is a good fit for someone and wrong for someone else. The key is to know the difference so you can make good choices regarding the investments that are most appropriate for your personal investment portfolio.

This webinar will provide an overview of many investment options available, an explanation of what they are, how they work and factors to consider in determining if they are a good match for you.

In this session you will learn what you need to know to make appropriate selections. Provided will be an explanation of what each investment is and how it works. You will learn the advantages, disadvantages, risks and fees for each investment. Also discussed are several options on how they can be purchased and held, including if they can be held in a retirement plan, wrap account or discount brokerage account and an explanation of these and other options.

Also covered is a definition of investment terms that are helpful for you to understand, including asset allocation, asset class, the difference between yield and growth, negative correlation and dollar-cost-averaging.

This session will provide a detailed understanding of many of the most commonly purchased and sold investments. The investments that will be discussed include individual Stocks and Bonds, Mutual funds, Exchange traded funds (ETFs), Annuities and Real Estate Investment trusts.

Whether you have been investing for a long time or have just begun, this session will provide valuable information you need to be more confident in designing and allocating your investment portfolio.

DISCLAIMER: This webinar is presented by a Certified Financial Planner and is for informative purpose only. It aims to teach participants the differences between investment tools, understand those differences, and explain different avenues to consider as part of your investment strategy. No specific investment advice or products will be provided in this webinar, nor are we selling any professional or investment advice via this webinar. This webinar is meant as a general education tool to understand the principles of investing. When investing, please talk with your financial advisor, tax advisor and/or attorney.


This webinar is for anyone who wants to learn the differences between investment tools available, understand those differences and understand avenues to consider as part of your overall investment strategy.

Keep in mind that no specific investment advice will be provided in this webinar, nor are we selling any professional or investment advice or products via this webinar. This webinar is meant as a general education tool to understand the principles of investing.


One live 60-minute webinar, any worksheets and materials shared by the coach, and a 15 minute call with our expert.


Wednesday, January 30, 2019 at Noon Eastern
Wednesday, March 27, 2019 at Noon Eastern


Access to this live course and online community is a one-time fee of $95.

This subscription gives you access to the live webinar hosted on Wednesday, January 30, 2019 at Noon Eastern, or Wednesday, March 27, 2019 at Noon Eastern, and materials added to this community.

Once enrolled, access this expert community at the LOGIN link above. Look for an email from the coach with dial up information for the live webinar and an invitation to schedule your 15 minute personal call. Post your questions and comments for the expert, and your fellow community members. Content shared in this community is available to registered participants only.

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I don’t want to say it but I’ll say it, I TOLD YOU SO!! Nancy always over delivers. Nancy is a great coach, teacher, and partner. Thanks for leading the partnering program for us Nancy. We just launched it in AAG and we’ll keep you as busy as you want to be.

Patrick O., MBA, CFP, CHFC, CRPC

Group Vice President, Ameriprise Financial Services

Congratulations! Your listing in the Guide to America’s Top Financial Planners is most impressive. Being selected as one of America’s Top Financial Planners is quite an honor. You are among a select few that have earned this prestigious recognition.

James W.

President, SLD Industries, Inc.

I really enjoyed your presentation at the Women’s Network on Wednesday. It was one of the best I’ve heard. You provided practical and doable advice and I left with some great takeaway ideas. You also come across as a very competent, impressive, and accomplished person. I am glad to be working with you.

Elizabeth C.



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