California Region is hosting a personal finance webinar. Open to all hermanos.
Have you been investing, but you’re still unsure if what you’re doing is 100% right?
Or are you new to investing and confused about where to start when it comes to personal finance?
How would you like to have a portfolio of investments – that puts most stock-pickers and financial “experts” to shame?
The truth is you can get there with some simple (but ultra-effective) investing strategies.
Instead of telling you, we’re going to show you step-by-step on how to do that in our FREE online training.
Simple tools to help you invest without having to lose sleep or stress about your money.
Learn the exact system used by a wealth management professional to manage your finances.
Feel 100x times more confident about building wealth, regardless of your experience.
Hermano Jorge Soriano (Alpha Phi, Spring ’06) serves as an advisor for Advice Period – a wealth management firm in Los Angeles. He’ll be covering investment and personal finance strategies for beginners and seasoned investors.
This workshop will be moderated by Hermano Anthony Andrade (Alpha Phi, Spring ’06) who currently serves as a Principal at Jewell Capital, a real estate private equity firm.
There’s no better time to learn these strategies than now. Click here to register:
P.S. For beginners, by the end of the call you will have invested in your first stock.
**Preparation Before The Call**
We want to hit the ground, and make sure you leave with actionable steps to implement in your own personal finances.
Please read, download, and setup the following accounts on your phone before the call:
- Acorn (https://www.acorns.com/)
- Personal Capital (https://www.personalcapital.com/)
- Read Investpedia (https://www.investopedia.com/)
Have a familiar understanding of the following terms:
- Dollar cost averaging
- Active vs Passive
- Mutual Funds
- Asset Allocation (modern portfolio theory)