We proudly share a lot of information with our clients, but we know some of it may be very techincal. We’ve designed a short evening course to dive into the basics, so you can better understand how your portfolio works. Transparency and education are two company values that we hope builds more mutual understanding and confidence as we grow together.

Come learn the basics of how investing works, we plan to cover:

• The different types of Securities
• How Bonds Work
• Reading a Fidelity Statement
• Much more!

We will offer light snacks and drinks. You must register in advance to attend this event. Friends are welcome!