Investing from the Inside Out: Powerful Portfolio Principles for Women

Many women have the instincts to be good investors:

·      Researching before buying

·      diversifying broadly

·      Investing longer-term

·      Limiting costly trades

But while women may have the wiring to be good investors, many are still playing catch-up when it comes to saving and investing.

Investing from the inside out is designed to help women gain confidence by linking their investments to their core values and goals rather than striving solely for a bigger return or beating a benchmark.

This educational session puts the heart in the center of investing and helps women see how investing can help with what they care about most.

·      Build wealth over time

·      Link your money with the things you care about

·      How to turn your personal values and goals into financial action steps

·      Best practices for investing with confidence

·      Strategies to stick with a sound financial plan even if markets are volatile

Wednesday, September 28th at 6:00pm and

Thursday, September 29 at 6:00pm

35 Triangle Street, Amherst

Space is limited. RSVP is required.

RSVP Sep. 28 or RSVP Sep. 29

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