The goal of this series, hosted by NC COIN and Divvy, is to provide attendees with a solid baseline of knowledge to enhance and improve their personal retirement investments and take charge of their future. Attendees will learn the tools needed to build a proper foundation for their financial future that will prevent future frustration.
Aug. 24th 10:00-11:30 Finance Basics – What is 401k? Why is this important? What are the fees? Discuss the emotions behind finance
Aug. 31st 10:00-11:30 Robo vs human – What is the best option for my future/for my lifestyle?
Sept. 7th 10:00-11:30 Owner/Operator – Freelancers, What are stock options?
Sept. 14th 10:00-11:30 What can I do to get prepared? – Includes budget exercise and assessing when a retiree should start taking social security
The seminar series will be led by Nick Bradfield, a Marine veteran and graduate of Northwestern University with a Masters in Predictive Analytics. He started his career in financial services as a financial advisor with a large brokerage firm. Through this experience, he found an interest in helping people minimize fees via index funds/ETFs - and soon, the idea for Divvy Investments was born. The series will also include special guest speakers to provide additional insight and expertise.