Urban League of Louisiana YP and Stackwell Financial Literacy Seminar

5800 Airline Drive,Metairie LA 70003

11 May, 2023

Description

Please Join Us Thursday, May 11 Ochsner Sports Performance Center | Pelicans Practice Facility Pre Event Networking 5:30p – 6:00p || Financial Literacy Seminar 6:00p – 7:30p Guest will enjoy light refreshments during a pregame mixer before engaging dialing with finance & investment professionals, and a chance to earn Pelicans & Stackwell gifting, and more! Commonly Held Misconceptions: Commonly held myths + anecdotes Investing is for the wealthy; you can only invest once you’ve paid down debtSuccessful investing is about timing the market (buy low/sell high)You need to be an expert to pick the right assets Building BlocksHolistic Financial Health: Building BlocksBudgeting – understanding your cash flow Saving: building Emergency Savings; HYSA Tackling Debt: Credit Cards, Student Loans Building Assets: Public Market Investing, Real Estate, private investmentsSafeguarding wealth: Estate Planning, Insurance Intro to Investing: Understanding Portfolio Construction Benefits of Robo-advisor – Add in Stackwell’s Value Proposition Closing: Additional Ways to Connect Post-Event Stackwell Loyalty Program Ways to connect with Speakers, etcPanel Question and Answer