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📊 Investing 201: Build Smarter Portfolios with Goal Driven Strategies

 Presented by Brad Spindler, CFP® Horizon Advisors

Ready to go beyond the basics?

If you’ve taken the first steps with Investing 101, Investing 201 is your opportunity to build on that foundation and make more strategic, tax-efficient investment decisions. In this next-level session, Brad Spindler, CFP®, walks you through the key concepts that drive real financial progress — from asset allocation to tax-smart investing and goal-based planning.

You’ll gain clarity on topics that matter most as your financial life grows more complex — and walk away with practical tools to enhance your portfolio strategy.

🔍 What You’ll Learn:

✔️ The characteristics of different asset classes (stocks, bonds, alternatives)
✔️ The pros and cons of active vs. passive investment styles
✔️ How to reduce tax drag with smart asset location strategies
✔️ When and how to rebalance your portfolio to stay aligned with your plan
✔️ How goal planning influences investment decisions
✔️ The basics of education planning, including how 529 plans work

🎥 What’s Inside:

  • Engaging video instruction from Brad Spindler, CFP®
  • Real-world examples and simplified visuals
  • A deeper look at risk, return, and diversification
  • Tips for structuring your accounts for tax efficiency and long-term growth

👥 Who Should Watch:

  • Investors who understand the basics and are ready to find-tune their strategy
  • Busy professionals seeking tax-efficient ways to grow wealth
  • Parents or grandparents looking to plan for future education expenses
  • Anyone who wants to align their investments with real-life goals

 🎬 Start Watching Today

Take the next step toward confident investing with guidance you can trust.

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Thank you for choosing Horizon Advisers. We look forward to helping you achieve your investment goals.