Investor Education Series
Knowing some high-level information about investing and finances will help you to feel confident in managing your money and having conversations with your financial planner.
For example:
when you listen to financial news commentators, it can feel like investment performance is arbitrary. Over the short term, that could be correct. However, over the long term, there are universal investment principals that can help govern your success. Do you know what those are?
Join me for the Investor Education Series, an intimate lunch-and-learn style information session where we’ll cover specific investing topics so you can learn more about what your investments are really doing.
Along with the day’s topic, there will also be a Q&A for you to really benefit from what’s being shared.
Stay tuned for information on the next session!
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9:00am to 5:00pm
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