Broker Check
26 Feb
Getting Started: An Introduction to Investing


Join us for our free educational workshop:

Getting Started: An Introduction to Investing

Speaker: Sima Alefi, AAMS Wealth Management Advisor, Serenity Financial Planning
  • Factors that influence the need to build and accumulate wealth
  • An overview of investment tools
  • Investment strategies and risk management

Light snacks and refreshments will be served.
Guests, friends, and relatives of invitees are welcome!

RSVP: Register above or call Valerie Alanis at 858-251-4545. Space is limited.

These events are educational in nature. No company specific products will be discussed.
Sima Alefi is a Registered Representative with, and securities offered through LPL Financial, Member FINRA/SIPC.

Date and Time

Wed, Feb 26, 2020

2:00p - 3:30p PST


La Jolla Riford Library

7555 Draper Avenue
La Jolla, CA 92037
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Event Registration

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