New opportunity for financial education: virtual info sessions for groups

We wanted to inform you about a new opportunity that we are offering to help you learn more about personal finance and investing.

As you may know, we are passionate about educating individuals and families about financial literacy and helping them achieve their financial goals. To that end, we are excited to announce that we are now offering virtual info sessions for groups of 5 or more people.

During these sessions, our Managing Partner will provide an in-depth overview of investing & how we do it, as well as answer any questions you may have. You will learn about the benefits of saving and investing early, how to create a budget, and how to diversify your portfolio.

The virtual info sessions are an excellent opportunity for groups of friends, family members, or co-workers who are looking to invest, improve their financial knowledge and reach their financial goals. You can schedule the session at a time that is convenient for you, and all you need is a computer or device with internet access.

If you are interested in scheduling a virtual info session for your group, please use the link below. We will be happy to work with you to schedule a session that fits your schedule and interests.

Thank you for your continued support and interest in financial literacy. We look forward to helping you achieve your financial goals!

Regards,

Mayank Mehraa, CFA, FRM