Join us for our free educational workshop:
Getting Started: An Introduction to InvestingSpeaker: 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.
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