Poke and Personal Finance: Investing In Your Future -- Session 3

50 Lakeside Avenue,Burlington VT 05401

11 November, 2021

Description

Back by popular demand, One Day In July is offering another Personal Investing Seminar! Are you a new investor or an experienced investor looking to maximize your wealth? Join One Day In July as fiduciary Financial Advisor, Peter Egolf, discusses what to know about personal investing over a stress-free Poke lunch provided by The Scale. Peter will talk about: Understanding costs, fees, and tricks of the financial industry.How to maximize investment accounts – 401Ks, IRAs, and Brokerages.How to avoid costly errors – your behavior matters.Q&A – all things investing. If you have questions about investing you've been wanting to ask a professional, this is your chance! Learn more about Peter here. Seating in the Isthmus Room is limited so please register in advance and select your preferred lunch option. One Day In July LLC is an SEC-registered investment advisor. Registration does not imply a certain level of skill or training. One Day In July LLC does not guarantee actual returns or losses. This content is for educational purposes only and is not investment advice. Individual circumstances may vary.