The views expressed in this courser are those of the author and

may not reflect the views of any organization the author is associated with. The

information in this e-book/workbook is not tailored to any individual and is not

intended as investment advice. None of the information in this book should be

treated as a specific recommendation, nor as legal or tax advice. Any

references to investment performance are historical in nature; past

performance does not predict future results. All investments entail risk of loss,

including possible loss of principal. Each investor is unique, and factors

including investment experience, risk tolerance, time horizon, and tax situation

should be carefully considered before any investment decision is made.

Anna Sergunina, CFP® is the President of MainStreet Financial Planning, Inc.,

a registered investment adviser offering services in California and other states

where registered or exempt from registration. Anna is also the Creator of

, a platform for ”All Things Money” and a Udemy

Instructor. 1-888-897-6743.