Time is TBD | Sherwood Lake Club

Getting Started Workshop

Grab a friend and join us for brunch as we discuss the ins and outs of choosing benefits, saving for major life goals (a home, a college education, and retirement), investing basics, and the need to knows of estate planning.
Getting Started Workshop

Time & Location

Time is TBD
Sherwood Lake Club, 341 Williamsburg Way, Thousand Oaks, CA 91361, USA

About the Event

Sometimes the hardest part is simply getting started. Maybe you know it's important and you're ready to take charge of your finances but you're unsure of where to begin. Or maybe you just love brunch. Either way, this event is for you. We're going to cover all the basics starting with how to choose your retirement benefits and adequately save for your financial goals, and concluding with the basics of investing and how to know if you're getting good advice. In between, we'll talk about college savings, investment planning, and answer any of those nagging questions you lay awake pondering at night. This event is geared towards individuals in their 20s and 30s who are just getting started in their careers. Grab a friend and we'll see you there!

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