Investing Strategies - From First Investments to Expert Moves

Join us for an engaging evening as Finance Uncorked presents a practical, approachable look at investing. Senior Analyst Ben Rones, CFA, and Senior Financial Planner Josh Richardson, CFP will walk you through strategies designed for every stage of the investor journey—from building a solid foundation as a beginner to applying advanced techniques used by seasoned investors.

You’ll learn:

  • How to get started with confidence and avoid common pitfalls

  • The importance of diversification and risk management

  • Key strategies for navigating changing markets

  • Advanced approaches to help optimize portfolios over the long term

Whether you’re new to investing or ready to refine your expertise, this session will give you actionable takeaways and the clarity to make informed financial decisions.

Complimentary wine is included.

Reserve Your Spot