Investing 101 Seminar

Whether you’re a novice investor or have accumulated a nice nest egg, investing in the market and making good investment decisions can be daunting.

This educational and informational session will cover:

  1. Understanding the basics of investing
  2. Understanding the factors that matter most in wealth accumulation
  3. Strategies for your 401(k) and IRA
  4. Avoiding common investing pitfalls

The session will also give you the opportunity to ask questions in a pressure-free and judgment-free zone.

Date:

– Thursday, October 26th – 6:00 pm to 7:30 pm

Presenter:

Jason Haviland is the president and founder of J. Bradford Investment Management. His firm is an independent RIA (Registered Investment Advisor) based in Nashua, New Hampshire and they are committed to investment education and operating to the fiduciary standard. Jason is a CFA charter-holder and has been in the financial services industry for 24 years.

Location:

Unless otherwise noted, all workshops are located at: 1 Tremont Place – Lowell MA. Our corporate building is located next to the Tsongas Arena and the Lowell Post Office. Drive up to the automated gate, take a ticket, and park in any space available. Proceed to the lobby and a representative will direct you to the workshop room.

Click here to Register for this workshop.

If you have any questions about this workshop, please give us a call at 978-323-4820.