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Bagels, Coffee and Investments

Sat, April 22, 2023

9:30 am — 11:30 am (AZ Time)
 

Investing and financial planning can be intimidating. This event was created as an open and inviting space to learn and ask questions. Financial Planning covers 6 areas of concentration with investment management being one piece of the puzzle. Learn about the stock and bond markets, asset allocation, portfolio diversification, passive and active management, retirement vehicle, tax considerations, and much more from Certified Financial Planners.

Feel free to bring documents you may have questions about and take advantage of this opportunity to learn and be more empowered in your own financial management. We hope to see you there!

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Policies

In-Person Policy: Fresh Start has an on-time arrival policy for all appointments, workshops, and webinars. Please arrive 15 minutes prior to the designated start time.

Children may not go into classes, appointments, or be left unattended on the premises.

Fresh Start is committed to respecting and protecting your confidentiality at all times. We never release information about you to any individual or agency without your written or verbal consent with the exception of mandated reporting.

Masks are optional inside the building, regardless of vaccination status. Signage detailing Covid-19 safety protocols will be posted at the building entrance.