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-Library.com Money” and a Udemy
Instructor. 1-888-897-6743.