Date/Time
Date(s) - September 11, 2018
5:30 pm - 8:30 pm
Location
Wiltwyck Golf Club
Categories
Do you want more confidence when it comes to investing? Ever wondered; how to improve your returns? Where to find more information regarding investments? Or maybe you’ve left decisions to some one else? If so … don’t miss UCWN’s September event!
Enj
oy interaction and dinner with fellow members and guests at a serene golf club in Kingston for our September meeting. Hear UCWN member Rachel Jackson, a Morgan Stanley Financial Advisor speak about what is involved with investing in the financial markets. She’ll demystify the investment process so you can make more informed and confident decisions about your future and portfolio.
You’ll learn the key differences among:
- Fixed income, Equities and Alternatives
- Mutual Funds and Exchange Traded Funds
- Compounding
- Staying invested versus Market Timing
- Asset Allocation and Portfolio Diversification
Don’t let these terms scare you, after the formal presentation there will be ample time for Q&A which will be co-facilitated by September’s Dynamic Duo, Barbara Kolodey and Rachel Jackson.
Planned Agenda:
5:30: Check in and Networking (cash bar)
6:15: Dinner
7:00: Presentation
7:30: Q&A and Informal discussion
Bookings
Bookings are closed for this event.