Updated: Mar 7, 2019
Are you looking for investment ideas? Curious to learn about investment ideas to support your financial planning goals? Join Certified Financial Planner (CFP) Kit Lancaster to learn about five investment ideas for 2019. Learn about financial strategies, behaviors and processes to help you accomplish your financial goals.
Asking the right questions
How to pick a financial services professional (Suitability vs. Fiduciary)
What is wealth management?
What is risk management?
What is an investment policy statement?
Investment Red Flags and robo-advisors
Leave with three wealth management and three investment management ideas for 2019.
This event will feature Japanese food and drinks, but an RSVP is required as seating is limited.