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Join WLALA and APAWLA for a presentation by Refresh Investments on:
- Understanding the different investment categories and how to use them effectively;
- Considering the trade-offs between portfolio risks and returns, and what is appropriate for you; and
- Determining the right investment strategy for your unique situation.
Wednesday, January 27, 2021
12:00 p.m. - 1:00 p.m.
Cost: Free!
Zoom Webinar
ZOOM link will be emailed 24-48 hours prior to the program.
Speakers
?Arielle L. Jacobs-Bittoni CFA, CFP®
Pamela Chen CFA, CPA
Founders of Refresh Investments
Refresh Investments is a wealth management firm providing financial advice for women and families. They offer a high-touch approach to financial planning and customized investment strategies tailored to the different situations women often face. As fee-only advisors, Pam and Arielle operate under the fiduciary standard and are committed to supporting their clients in creating their best financial life.
