A little something different than our normal wine and cheese (although there can be wine and cheese!). Recently, The Rhined & Oakley Wines converted to an open book management style in which we share our financials with all of our staff. This lead to a lot of interesting discussions on general finances, budgeting, saving, etc. We realized that others might gain from these discussions and so we called in the pros of Merrill Lynch. This is a three part series taking place over three consecutive Thursdays. This is free (wine & cheese available for purchase), but registration required. Attend all three or just one you’re interested in!
DETAILS: Understanding the basics of investing can be a key to financial wellness. In this workshop session, we will cover why you should invest and then we’ll explain the different investment choices you have. We’ll also review key factors to consider as you choose investments and best practices to managing your portfolio.
Class is complimentary, registration required. Wine & cheese available for purchase.