Investor Education Series

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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?

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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.

The next date and topic will be:

Fri, 4/30 at 1pm ET
Tune Out the Noise: A 2021 Market Review

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