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Adulting 101: Pints & Portfolios

  • Sun King Brewery Carmel Distillery - Spirit Hall 351 Monon Boulevard Carmel, IN, 46032 United States (map)

Investing can be intimidating for those without experience. It can be just as much art as it is science, so it is easy to become overwhelmed with investment options. If you are interested in learning more so you can get started on your investing journey, join Margaret Gooley, CFP®, CDFA® and Kyle McCune, CFP® as they present on the basics of long-term investing. With knowledge and experience, you can take the first step toward reaching your financial goals, so come grab a pint on us and let’s work on your investment portfolio knowledge base!

This workshop will be fun and interactive. There is no cost to attend. Feel free to invite friends and family. Light refreshments will be served.

RSVP: By Friday, July 12 online via Eventbrite, by calling 317-872-5090, or via email to christina@wefinancialadvisors.com

Earlier Event: April 17
2024 Market Briefing Workshop