Webinar: Investment Advisors: The role they can play on your journey toward transitioning your retirement savings out of Wall Street.

Wondering what investment advisors do and when you should consider hiring one? Maybe you have tried looking for an investment advisor but can’t find one that can help you invest your savings in a way that is aligned with your values? Or perhaps you are just starting to dip your toe into investing and just want to learn more? Wherever you are on your journey, there is something for you here.

During this call we will hear from Angela Barbash of Revalue, Kate Poole and Tiffany Brown of Chordata Capital, and Bill Stoddart of NorthFork Financial to learn how they differ from traditional investment advisors, their take on investment returns in the context of saving for your retirement, and how they can help transition retirement savings into the community. 

Members of The Next Egg network can attend this webinar as part of their membership.  Click here for more information about The Next Egg, our project to help people gain control over how they invest their retirement savings. 

 

WHEN
April 08, 2020 at 12pm - 1:30pm PDT
WHERE
Webinar
CONTACT
Sue Bennett ·

Will you come?

$15.00 Webinar: Investment Advisors: The role they can play on your journey toward transitioning your retirement savings out of Wall Street.

Showing 1 reaction

  • Sue Bennett
    published this page in Events 2020-03-16 11:49:21 -0700

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