April
is Financial Literacy Month.
You know what that means: Gameshows. At least, the way we deliver
them. Annex Wealth Management has something special for you. We’re set to bring
you plenty of opportunities to sharpen your knowledge and increase your
personal financial literacy skills, all while enjoying some familiar games.
Each week, we’ll bring you a workshop centered on a game, rooted
in facts and insights that should help you increase your financial literacy.
Don’t miss it!
Join us to learn the first steps on your path to building wealth! You’ll likely need to expand your horizons and consider taking some risk, and exhibiting a little bit of patience can also have a positive effect.We’ll review investment basics, both technical and behavioral. Whether you are new to investing, need to phone a friend, or are the expert your friends call in tough situations, these foundational concepts will provide valuable perspective. Final answer: It's a worthwhile investment of your time!
Presenters
Andy Szymczak, Retirement Plan Specialist
Matt Morzy, CFP® Director of Research
