Keener Financial Planning

Keener Financial Planning is a Fee only Certified Financial Planner in Dallas, Ft. Worth, and Keller, TX. Call us to schedule today at (817) 993-0401.

817-993-0401 | [email protected]

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Low-Cost Investing Basics

May 10, 2011

Low Cost Investing Keller TXI will be hosting a free investment workshop at the Keller Library on Tuesday, May 17 at 6:30 pm.

This workshop will cover the fundamentals of successful long-term, goals-based investing.  Effective investing doesn’t have to be complicated, but with so much information available, it can be difficult to tell fact from fiction.  This workshop will reveal common pitfalls and investing myths and share information on how to avoid them.   You will learn:

  •  The importance of keeping your investment costs low
  • How to build a diversified, balanced portfolio
  • How to know when to rebalance
  • The relationship between risk and return

Registration is encouraged for planning purposes to [email protected].

Filed Under: Investing, News, Seminars & Events Tagged With: Investing

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Keener Financial Planning
17 hours ago
Keener Financial Planning

While many of us are dressed as financial planners today, Catherine and Thomas are in the Halloween spirit! Wishing you a safe and fun time this evening! ... See MoreSee Less

While many of us are dressed as financial planners today, Catherine and Thomas are in the Halloween spirit! Wishing you a safe and fun time this evening!
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Keener Financial Planning
17 hours ago
Keener Financial Planning

While many of us are dressed as financial planners today, Catherine and Thomas are in the Halloween spirit! Wishing you a safe and fun time this evening! ... See MoreSee Less

While many of us are dressed as financial planners today, Catherine and Thomas are in the Halloween spirit! Wishing you a safe and fun time this evening!
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Keener Financial Planning
2 weeks ago
Keener Financial Planning

The newsletter includes an invitation to our upcoming book club, as well as our quarterly update on the investment markets. In addition, we share planning ideas around open enrollment and 2026 catch-up contributions for high earners. We also have shutdown financial planning guidance for federal employees. And we share our latest team update. ... See MoreSee Less

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Fall 2025 Financial Planning Newsletter - Keener Financial Planning

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Our fall 2025 financial planning newsletter is now available. It includes an invitation to our upcoming book club, as well as our quarterly update on the investment markets. In addition, we share plan...
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Contact Us

Main Office:

1692 Keller Parkway
Keller, TX 76248

Ph: 817-993-0401
Fax: 817-993-0002

Satellite Office:

2626 Cole Avenue, 3rd floor
Dallas, TX 75201

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