Upcoming Events at The Penny Hoarder
Wed Jun 26, 6:00 PM - Wed Jun 26, 8:00 PM
The Penny Hoarder
490 1st Ave S, Floor 8, 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. In this workshop, you'll meet other like-minded people in the Tampa Bay community, sip on rosé and learn the basics of investing.
Event Details
>> Get tickets: roseand401k.eventbrite.com
We get it — investing can be confusing and scary. We also know life is too short to be stressed about money. 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 an intimate, 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. "Investing 101: Financial Basics" will address those investing questions you have, including:
- Can I borrow from my 401(k)?
- How do I optimize my 401(k) to get the best return?
- Should I pay off my debt or invest more in my 401(k)?
- If my employer doesn't offer a 401(k), what should I do?
- I want to retire early. What are my options?
- I'm self-employed. What are my investing options?
>> Tickets to the event will include:
- Access to event, which includes an interactive session on the basics of investing featuring Heather S. Saunders CRPC®
- Various rosé to sip on and enjoy (we have plenty to try!)
- Opportunity to win a gift card to Try Wine Company in DTSP
- Complimentary light bites
- Opportunity to meet and network with like-minded Tampa Bay area community members in a fun, casual environment
>> 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 expect
We get it — investing can be confusing and scary. We also know life is too short to be stressed about money. 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 an intimate, 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. "Investing 101: Financial Basics" will address those investing questions you have, including:
- Can I borrow from my 401(k)?
- How do I optimize my 401(k) to get the best return?
- Should I pay off my debt or invest more in my 401(k)?
- If my employer doesn't offer a 401(k), what should I do?
- I want to retire early. What are my options?
- I'm self-employed. What are my investing options?
>> Tickets to the event will include:
- Access to event, which includes an interactive session on the basics of investing featuring Heather S. Saunders CRPC®
- Various rosé to sip on and enjoy (we have plenty to try!)
- Opportunity to win a gift card to Try Wine Company in DTSP
- Complimentary light bites
- Opportunity to meet and network with like-minded Tampa Bay area community members in a fun, casual environment
>> 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 expect
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