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Lunch & Learn – Investor Beware

September 10 @ 11:45 am - 1:00 pm

Free

No investor should miss this seminar. The financial industry is complicated and filled with jargon, but Roof Advisory Group wants to arm you with the knowledge to read between the lines and recognize a misstep before it’s taken. Join the Carlisle Chamber for their seminar series that demystifies terminology so investors can better understand how different decisions will impact their savings. Learn about how the following items can affect your investments:

  • Advisor Compensation
  • Potential Conflicts of Interest
  • Effects of a Sales Load
  • Advisor Disclosure Forms
  • Prudent Investment Processes
  • Active vs. Passive Investment Strategies
  • And More!

Participants will leave with checklists, bullet-pointed talking points and the tools to build a path to stable wealth.

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Details

Date:
September 10
Time:
11:45 am - 1:00 pm
Cost:
Free
Event Category:
Website:
https://business.carlislechamber.org/events/details/lunch-learn-investor-beware-5233661

Organizer

Carlisle Area Chamber of Commerce
Phone:
717-243-4515
Email:
info@carlislechamber.org
Website:
http://www.carlislechamber.org/

Venue

Carlisle Chamber Office
801 S Hanover Street
Carlisle, PA 17013 United States
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