Loading Events

« All Events

  • This event has passed.

Investing 101

April 24, 2019 @ 6:00 pm 7:30 pm PDT

In this seminar on Investing 101, you’ll learn: Investment fundamentals, including the effects of inflation and compounding How to identify financial goals and time horizons How to measure your risk tolerance, and the relationship between risk and return The difference between cash equivalents, bonds, stocks and mutual funds, and the importance of asset allocation You’ll also receive a free workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.


April 24, 2019
6:00 pm – 7:30 pm PDTw


Jeanie Schwarz
(415) 944-5040

Lumina Financial Consultants Office

1505 Bridgeway, Suite 121
Sausalito, CA 94965 United States
+ Google Map
View Venue Website
Investing 101

Registrations are closed for this event