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Finance Club
Finance Club

Finance Club

This club is designed for seniors to gain information about investing. Members should have their own active direct or full-service broker's account and a desire to improve their basic investment knowledge.

Time & Location

May 17, 2024, 10:00 a.m. – 12:00 p.m.

Online Presentation

Description

This club is designed for seniors to gain information about investing. Members should have their own active direct or full-service broker's account and a desire to improve their basic investment knowledge.  

No sales or solicitation are allowed between club members although the sharing of information within the group via email between meetings using our distribution list of members which could trigger topics for future meetings is encouraged. No advice can be provided between club members on the market timing of sales/purchases on specific investment products inside or outside of club meetings.  

SCHEDULE: Meets on the third Friday morning of each month. 6 Fridays, January 19 to June 21 from 10:00 AM to 12:00 PM  

This class will be held online. A Zoom link will be emailed to you 24 hours before the class begins.

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