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.
Contact Scott Rethi with Cascade Investment Group, Inc. with any questions: