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Financial Divas

Name: Financial Divas
Start: 2023-03-22T09:00:00-04:00
End: 2023-03-22T10:00:00-04:00
Location: Weaver Park Center

March 22, 2023 @ 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 22^nd(or other) meeting, reach out to me, Paula McMillan (pmcmillan@stearnsfinancial.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!

Details

Date:: March 22, 2023
Time:: 9:00 am - 10:00 am
Event Category:: Financial Divas

Venue

: Weaver Park Center
: 324 West Wendover Ave
Greensboro, NC + Google Map

Organizer

: Paula McMillan
Email: pmcmillan@stearnsfinancial.com