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You are here: Home | Monthly Calendar | Think Tank Thursday: Commissions/IRA's

Think Tank Thursday: Commissions/IRA's

Date: Thursday, July 19, 2018 3:00 pm - 4:30 pm

Investing 101: Demystifying investing and the Alphabet soup of retirement savings options

Kristie Cahill, CFP – Wealth Advisor with Opes Advisors

Investing can seem intimidating, and yes, there are experts out there who seem to speak a whole different language, but not everyone needs to make a career out of it.  In this talk, Kristie Cahill will provide education about the basics of investments, the elements of a holistic planning approach and explain the alphabet of options available for retirement savings options.

Rapattoni Class ID: ED071918

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You are here: Home | Monthly Calendar | Think Tank Thursday: Commissions/IRA's