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
Discussion
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