- This event has passed.
March 22 @ 9:00 am - 10:00 am
Financial Divas continue to meet each fourth Wednesday monthly! We meet from 9-10 am at 324 W. Wendover Avenue, Ste 140. For any questions about our upcoming March 22nd (or other) meeting, reach out to me, Paula McMillan (email@example.com/336.337.9507)…. This month we’ll be exploring INVESTMENTS and INVESTMENT PLANNING. You won’t want to miss this month! Come prepared to ask your questions about these areas identified during our kick off and more:
- asset allocation,
- tax efficiency and maximizing returns
- Individual securities vs. mutual funds vs. ETFs
- incorporating alternative investments in the overall allocation
We will again gather in the U to share discussion-style. Any advisors interested in sharing, please let me know ASAP!