FINANCIAL CONFIDENCE

JOIN US FOR WORKSHOP FINANCIAL CONFIDENCE ON OCTOBER 10, 2019 @ 5:00 PM – 7:00 PM TO LEARN:

• A strategy to manage multiple investment accounts to stay diversified;
• An understanding of how to work with your financial adviser(s) or roboadviser(s) effectively to get what you want out of the relationship (not just what they want, i.e. receiving the maximum amount of commissions from you);
• A strategy to manage multiple investment accounts to stay diversified;
• An understanding of market cycles and investment psychology