What is Your Investment Strategy?
Ticket sales end soon

What is Your Investment Strategy?

Charles Schwab Financial Advisors are here to talk to you about savings, wealth building, and investments.

By Jewish Family Service of Greater Dallas

Date and time

Thursday, May 2 · 2 - 3pm CDT

Location

Jewish Family Service of Greater Dallas

5402 Arapaho Road Dallas, TX 75248

About this event

  • 1 hour

Join us for an enriching seminar as part of the Building Financial Power Series, presented by Financial Advisors from Charles Schwab. We'll discuss topics including savings, wealth building, and investments on Thursday, May 2nd, from 2:00-3:00pm. This seminar will be available to join either in-person or virtually via Zoom.


Plus, this is your chance to take advantage of a complimentary 30-minute one-on-one session with a Charles Schwab Financial Advisor for personalized guidance or to address specific financial questions you may have! Personalized sessions are available every 30 minutes between 3:00-5:00pm, both in-person and virtually! Advance registration is required, deadline to register is April 19, 2024.


To secure your spot for a one-on-one session, please select 'I am interested' when registering for the seminar. Then, Brenda Butnick from JFS Career and Financial Services will reach out to you via email to coordinate a time slot that fits your schedule.


For immediate questions, or to coordinate a time slot for your one-on-one session with a Financial Advisor from Charles Schwab, please contact Brenda Butnick, JFS Financial Coach, at bbutnick@jfsdallas.org.

Tags

Organized by

Jewish Family Service of Greater Dallas

Our mission is to provide effective and accessible whole-person care that promotes lifelong self-sufficiency and well-being for the Greater Dallas community. Since 1950, Jewish Family Service of Greater Dallas has welcomed anyone through our doors regardless of race, ethnicity, religion or the ability to pay.