Piggy Bank: A Financial Workshop
Investing money in volatile markets & planning your financial future
Presented by Simon Hobbs
Hosted by Brent Heinze
Join former CNBC Business TV anchor Simon Hobbs for an hour workshop to discuss how investments work and strategies that professionals use with their clients.
Topics include:
Why and how to lock your credit rating
Stocks, bonds, ETFs, and mutual funds
Why it is virtually impossible to successfully time the market
The power and pain of investment diversification
IRS-offered tax-efficient retirement savings (IRAs, Roth IRAs)
Basic estate planning
The questions some financial advisors dread you asking
Presented by Perspective Shift, a nonprofit company focusing on producing educational, social, & community activities to support gay, bisexual, & queer men’s journey towards personal fulfillment.