YPN EdTalk: Financial Management and Investing Best Practices

Have you looked at your investments and wondered how you could take your investment strategies from good to great? Just ask yourself some questions: Are you aware of the best budgeting practices to leverage investments? Is talking about debt confusing or intimidating to you? Have you thought about using debt to your advantage as you invest in property?  Do you think you are making the most of your IRA and retirement planning? Do you want to invest in single stocks and day trade as a hobby? Is cryptocurrency a conspiracy or the next investing frontier? If any of these investment questions are appealing to you, come listen to the SMB Wealth Management team provide you investing best practices, discuss cautionary tales of investment prosperity and loss, alongside learning tips and tricks to establish a steady and reliable investment return.

Brown bag your lunch!

Speakers: David Heltzel and Chuck Brown, SMB Wealth Management