$30

Investing Boot Camp

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Location

Location

Workshop Cafe FiDi

180 Montgomery Street

#100

San Francisco, CA 94104

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Refund Policy

Refund Policy

Refunds up to 7 days before event

Event description

Description

This workshop teaches the fundamental investing knowledge that they didn't teach us in high school or college:

  • Realize your 2 Saving & Investing priorities
  • Understand the attributes of stocks, bonds, mutual funds, ETFs
  • Review 3 key investing principles: Asset Allocation, Diversification, and Asset Location
  • ​Learn the power of tax-advantaged accounts: 401ks, IRAs, Roth IRAs
  • ​See the 5 steps to managing your own Investment Plan

And, absolutely no sales pitch: Core Financial Concepts is 100% focused on financial education and is 100% independent from any bank, broker, investment manager, or insurance company!!!

Learn more about us at: corefinancialconcepts.com

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Date and Time

Location

Workshop Cafe FiDi

180 Montgomery Street

#100

San Francisco, CA 94104

View Map

Refund Policy

Refunds up to 7 days before event

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