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!