Upcoming Events at The Penny Hoarder
Wed Jun 26, 6:00 PM - Wed Jun 26, 8:00 PM
The Penny Hoarder
490 1st Avenue South, St. Petersburg, FL 33701
Community: St Petersburg
Description
We get it — investing can be confusing and scary. We also know life is too short to be stressed about money.
Event Details
In this workshop, you'll meet other like-minded people in the Tampa Bay community, sip on rosé and learn the basics of investing in a fun, friendly, judgment-free zone.
What You'll Learn
This a jargon-free workshop that will equip you with the basic skills needed so you can make smart investment choices to secure your future. Key takeaways will include:
Is investing right for me?
Saving vs. investing
How to start investing
401(k)s, HSAs and other employer options
Roth IRA vs. Traditional IRA
Schedule
Wednesday, June 26 | 6-8 p.m.
6-6:30 p.m. | Rosé taste testing — courtesy of Try Wine. One lucky attendee will win a gift card to Try Wine
6:30-7:30 p.m. | Investing 101 Workshop featuring Heather Saunders CRPC®
7:30-8 p.m. | Networking
The Speaker
Heather S. Saunders CRPC® is a Financial Advisor with Lewkowitz Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, Inc., where she empowers clients to believe in a more confident future. Heather is a graduate of the University of Central Florida and holds Series 7 and 66 registrations as well as a Life, Health, and Variable Annuities insurance license. As a Chartered Retirement Planning Counselor?, Heather provides personalized advice with integrity, respect, and attention to detail. Heather strives to inspire peace of mind, promotes living life in balance, and endeavors to exceed expectations while bringing more dreams within reach. Heather loves living in the Tampa Bay area and stays active locally by supporting Girls on the Run Greater Tampa Bay, the Humane Society of Tampa Bay, and The Spring of Tampa Bay. In her free time, Heather can be found spending time with her family, staying active, and enjoying the food, activities, and events that the city has to offer.
Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial Services, Inc., Member FINRA and SIPC. © 2019 Ameriprise Financial, Inc. All rights reserved.
The Sommelier
Located in downtown St. Petersburg, the Try Wine Bar features 88 Wine by the Glass selections that can be dispensed via self serve in three pour sizes
What You'll Learn
This a jargon-free workshop that will equip you with the basic skills needed so you can make smart investment choices to secure your future. Key takeaways will include:
Is investing right for me?
Saving vs. investing
How to start investing
401(k)s, HSAs and other employer options
Roth IRA vs. Traditional IRA
Schedule
Wednesday, June 26 | 6-8 p.m.
6-6:30 p.m. | Rosé taste testing — courtesy of Try Wine. One lucky attendee will win a gift card to Try Wine
6:30-7:30 p.m. | Investing 101 Workshop featuring Heather Saunders CRPC®
7:30-8 p.m. | Networking
The Speaker
Heather S. Saunders CRPC® is a Financial Advisor with Lewkowitz Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, Inc., where she empowers clients to believe in a more confident future. Heather is a graduate of the University of Central Florida and holds Series 7 and 66 registrations as well as a Life, Health, and Variable Annuities insurance license. As a Chartered Retirement Planning Counselor?, Heather provides personalized advice with integrity, respect, and attention to detail. Heather strives to inspire peace of mind, promotes living life in balance, and endeavors to exceed expectations while bringing more dreams within reach. Heather loves living in the Tampa Bay area and stays active locally by supporting Girls on the Run Greater Tampa Bay, the Humane Society of Tampa Bay, and The Spring of Tampa Bay. In her free time, Heather can be found spending time with her family, staying active, and enjoying the food, activities, and events that the city has to offer.
Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial Services, Inc., Member FINRA and SIPC. © 2019 Ameriprise Financial, Inc. All rights reserved.
The Sommelier
Located in downtown St. Petersburg, the Try Wine Bar features 88 Wine by the Glass selections that can be dispensed via self serve in three pour sizes
