WE GET IT — INVESTING CAN BE CONFUSING AND SCARY. WE ALSO KNOW LIFE
IS TOO SHORT TO BE STRESSED ABOUT MONEY. IN THIS WORKSHOP, YOU'LL MEET
OTHER LIKE-MINDED PEOPLE IN THE TAMPA BAY COMMUNITY, SIP ON ROSÉ AND
LEARN THE BASICS OF INVESTING IN AN INTIMATE, FUN, FRIENDLY,
JUDGMENT-FREE ZONE.
WHAT YOU'LL LEARN
This a jargon-free workshop that will equip you with the basic skills
needed so you can make smart investment choices to secure your
future. "Investing 101: Financial Basics" will address those
investing questions you have, including:
* Can I borrow from my 401(k)?
* How do I optimize my 401(k) to get the best return?
* Should I pay off my debt or invest more in my 401(k)?
* If my employer doesn't offer a 401(k), what should I do?
* I want to retire early. What are my options?
* I'm self-employed. What are my investing options?
* I'm on a #budget! How can I find money to invest?
TICKETS TO THE EVENT WILL INCLUDE:
* Access to event, which includes an interactive session on the
basics of investing featuring Heather S. Saunders CRPC®
* Small, intimate event experience where you will have the
opportunity to ask any question you have in a friendly, judgment-free
zone
* Various rosé to sip on and enjoy (we have plenty to try!)
* Opportunity to win a gift card to Try Wine Company in DTSP
* Complimentary light bites
* Opportunity to meet and network with like-minded Tampa Bay area
community members in a fun, casual environment
SCHEDULE
Wednesday, June 26 | 6-8 p.m.
* 6-6:30 P.M. | Rosé taste testing — courtesy of Try Wine®. One
lucky attendee will win a gift card to Try Wine®
* 6:30-7:30 P.M. | Investing 101 Workshop featuring Heather
Saunders CRPC®
* 7:30-8 P.M. | Networking
THE SPEAKER
Heather S. Saunders
[https://www.ameripriseadvisors.com/heather.s.saunders/] CRPC® is a
Financial Advisor with Lewkowitz Wealth Management Group, a private
wealth advisory practice of Ameriprise Financial Services, Inc., where
she empowers clients to believe in a more confident future. Heather is
a graduate of the University of Central Florida and holds Series 7 and
66 registrations as well as a Life, Health, and Variable Annuities
insurance license. As a Chartered Retirement Planning Counselor℠,
Heather provides personalized advice with integrity, respect, and
attention to detail. Heather strives to inspire peace of mind,
promotes living life in balance, and endeavors to exceed expectations
while bringing more dreams within reach. Heather loves living in the
Tampa Bay area and stays active locally by supporting Girls on the Run
Greater Tampa Bay, the Humane Society of Tampa Bay, and The Spring of
Tampa Bay. In her free time, Heather can be found spending time with
her family, staying active, and enjoying the food, activities, and
events that the city has to offer.
Disclosure:
Investment advisory products and services are made available through
Ameriprise Financial Services, Inc., a registered investment adviser.
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial Services, Inc., Member FINRA and SIPC. © 2019
Ameriprise Financial, Inc. All rights reserved.
THE SOMMELIER
Located in downtown ST. PETERSBURG, the Try Wine Bar®
[http://www.trywinecompany.com/] features 88 Wine by the Glass
selections that can be dispensed via self serve in three pour sizes
directly from the many wine vending machines located in the Try Wine®
Bar Tasting Room Area. At Try Wine®, you can experiment with many
different wine varieties.
THE HOST
Located in downtown ST. PETERSBURG, Florida, The Penny Hoarder
[http://www.thepennyhoarder.com] is a personal finance website that
teaches people how to make, save and manage money.
PARKING
There is street parking available right outside the building. In
addition, there is plenty available garage parking spots — here is a
map
[https://en.parkopedia.com/parking/locations/490_1st_avenue_south_st._petersburg_florida_33701_united_states_of_america_dhvjzrrum0j/?arriving=201905301530&leaving=201905301730]
of available garage parking.
FAQS
ARE THERE ANY REQUIREMENTS TO ENTER THE EVENT?
Attendees must be at least 21. Beyond that, this event is open to all
genders and backgrounds. If you love sampling different wines and want
to increase your knowledge around investing, then this event is for
you!
HOW CAN I CONTACT THE ORGANIZER WITH ANY QUESTIONS?
Email Maryann Akinboyewa at maryann@thepennyhoarder.com
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27/06/2019 Last update