Investing With Confidence

Join us for a 15-minute fireside chat with one of our expert financial coaches where we’ll guide you through the diverse landscape of investments and help you understand the tools you need in order to invest with confidence. This comprehensive session will explore three distinct personas, each facing unique challenges on their investment journey.

  1. The Novice Investor: Are you new to the world of investing? This segment is tailored for individuals who have never invested before and are eager to grasp the fundamentals. We’ll cover the ABCs of investing—demystifying complex terms and concepts. Learn how to understand risk tolerance, and explore various investment options suitable for beginners. By the end of this session, you’ll have the confidence to take your first steps into the world of investing.
  2. The Seasoned Worker with 401(k) Worries: For those who’ve been diligently working and contributing to a 401(k) but harbor concerns about its adequacy for retirement. Discover strategies to optimize your 401(k), explore additional investment avenues, and learn how to diversify your portfolio. We’ll address retirement planning, risk management, and provide tools to assess if your current investment strategy aligns with your retirement goals. Ensure your hard-earned money works as hard as you do for a secure retirement.
  3. The Trading Enthusiast: Are you intrigued by the world of trading and the convenience of investment apps? This segment is tailored for those interested in exploring active trading. Uncover the ins and outs of trading, understand market trends, and explore the functionalities of popular investment apps. We’ll discuss risk management, the importance of research, and provide insights into making informed trading decisions. Whether you’re a seasoned investor or a newcomer to trading apps, this session will equip you with the knowledge to navigate this dynamic landscape.

Don’t miss this opportunity to gain insights from a seasoned financial expert, discover tools tailored to your unique needs, and embark on your investment journey with confidence. Join us for “Investing with Confidence” and unlock the keys to financial success!

January 25th, 2023 from 12:00-12:15 ET