Loading Events

Women & Wealth

September 30 from 4:00 pm to 5:30 pm | Cost: Free

Part of Cascade Investment Group’s Financial Education Series

Join us for our next Women & Wealth get-together!  I believe education is power.  My vision is to create a safe space where women can feel comfortable improving their financial literacy and gaining the confidence to take control of their financial future.  These empowering conversations will take place in a casual setting where we can openly share ideas and discuss topics important to us.

This month, we’ll cover the basics of investment planning.  We’ll discuss fundamental concepts, review investment options, compare some general strategies and explore how to go about allocating investment dollars.  This is a great introduction for new investors and a great review for seasoned ones.

Feel free to bring family and friends.  Complimentary hors d’oeuvres and refreshments will be served.  Registration is required as seating is limited.

 

Theresa Brock, AIF®
Vice President, Investments

Theresa Brock has 12 years of experience in the financial industry. She works with individuals, families, nonprofits and businesses on financial planning, college savings, investing, estate planning and business retirement plans. She joined Cascade Investment Group in 2011 and worked in client relations, marketing, and financial planning before becoming Vice President, Investments.

Click here to read full bio

 

 

Contact Scott Rethi with Cascade Investment Group, Inc. with any questions:
Email
Phone: 719-632-0818

Print Friendly, PDF & Email

Women & Wealth - Event Details:

Details

Date:
September 30
Time:
4:00 pm to 5:30 pm
Cost:
Free
Event Category:

Venue

The Warehouse Restaurant & Gallery
25 West Cimarron Street
Colorado Springs, 80903 United States
+ Google Map
Phone:
719-475-8880
Website:
https://www.thewarehouserestaurant.com/

RSVP

FREE
Send RSVP confirmation to:

Questions? Contact Us