We are excited to have Laura McDowell, Director at Schwab Asset Management, join Tracy Shackelford, partner at Bleakley Financial Group – Tidewater, for this unique online workshop.
Participants will leave the session understanding:
- How investing has helped people build wealth over time
- How finding an “investing why” can help link your family’s money with what you care most about in life
- How to turn 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
November 30th at 11:30 AM EST
