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Fri, Jan 24


Sherwood Lake Club

Getting Started Workshop (1)

Grab a friend and join us for brunch as we discuss the ins and outs of choosing benefits, saving for major life goals (a home, a college education, and retirement), investing basics, and the need to knows of estate planning.

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Getting Started Workshop (1)
Getting Started Workshop (1)

Time & Location

Jan 24, 2020, 8:00 AM – 12:00 PM

Sherwood Lake Club, 341 Williamsburg Way, Thousand Oaks, CA 91361, USA

About the Event

Sometimes the hardest part is simply getting started. Maybe you know it's important and you're ready to take charge of your finances but you're unsure of where to begin. Or maybe you just love brunch. Either way, this event is for you. We're going to cover all the basics starting with how to choose your retirement benefits and adequately save for your financial goals, and concluding with the basics of investing and how to know if you're getting good advice. In between, we'll talk about college savings, investment planning, and answer any of those nagging questions you lay awake pondering at night. This event is geared towards individuals in their 20s and 30s looking to maneuver the financial obstacles in both career settings and motherhood. It is also intended to be purely educational (meaning there will be no sales pitch whatsoever because honestly - that sounds like the worst). Grab a friend and we'll see you there!

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