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A 6-week Educational Series
June 5 - July 17 @ 11:00 am PT / 2:00 pm ET

This virtual lecture series will be hosted via Zoom from 11:00 am - 12:30 pm PT beginning June 5. The series will cover the basics of investing, the economy, personal finance, and the role of a wealth advisor and is great for college-aged students and adults looking for a refresher. 

Course Syllabus for Summer 2023

June 5 Class 1: The Great Financial Crisis, The Pandemic and Their Lasting Effects on Our Economy….And You. 

June 12 Class 2: Learn the Lingo & Basic Economics / Finance

June 20 Class 3: Econ Basics, Cont'd - Stocks, Bonds & Alternative Investments 

June 26 Class 4: Investing and the Role of the Money Manager

July 10 Class 5: Personal Finance 101 - The Road to Success 

July 17 Class 6: Portfolio Construction & Aligning Investments with Your Values


Please feel free to share this opportunity with friends, family, or anyone you think could benefit from this complimentary course.