Virtual Program - The Fundamentals of Investing

7:00 PM - 8:30 PM

Event Details

This program will take place over Zoom.
Registration is required.

Investing can be complicated and overwhelming. This seminar will help attendees understand the fundamentals of investing, from asset classes and the basic tenets of investing, to asset allocation and diversification. Attendees will gain a familiarity with how to make sense of the risks and opportunities associated with investing, and will leave the seminar with a comfort around how to make more informed - and more confident - decisions about their portfolio, so that they can put their investments to work toward achieving their goals.

This program will be presented by Bradley Baskir. Baskir is a financial advisor at Morgan Stanley in Boston. He works with clients to help build a sustainable financial plan to achieve their financial and life goals and manage their assets for them. He studied finance and marketing at the Olin Business School at Washington University in St. Louis.  Professionally, Bradley worked as a management consultant at PwC in Boston before making the transition to the financial services industry. Bradley is licensed in NJ, NY, MA, CT, FL, and TX.

On the day before the program you will be sent the Zoom meeting information by email. Please note that if you are using Zoom on a tablet or smartphone you will need to download the Zoom app.

*Please be aware that the Zoom information email may be sent to your spam folder. Please check your spam folder for our follow up email.*

Event Type(s): Activity, Presentation / Lecture
Age Group(s): Adults (18+)

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