Description

Rules of the Road & Foundations of Investing

• Tuesday, July 1
• 9:00 AM – 10:30 AM
• Woodside Homes, 1150 Iron Point Rd, Folsom

Boost your financial confidence with this two-part session led by Jon Benecke, CFP®, CEPA®, Financial Advisor with Edward Jones. You'll learn key investing principles, common mistakes to avoid, and how to build a solid financial strategy—whether you're just getting started or looking for a refresher.

Topics Include:

• Investing mistakes and how to avoid them

• Strategies to reach long-term goals

• Developing a personalized investment plan

• The impact of asset allocation

• Focusing on what you can control financially

Pricing:

• BRIDGE Members: Free

• Members: $35

• Non-members: $55

Questions?
Contact Evelyn Vanderville at evelyn@northstatebia.org or (916) 751-2743.