May

2 2024

JFS - What is Your Investment Strategy? With Charles Schwab

2:00AM - 3:00PM  

Jewish Family Service of Greater Dallas, 5402 Arapaho Rd. Dallas, TX 75248

Contact Jewish Family Service of Greater Dallas
9724379950
basharubinstein@jfsdallas.org
https://www.eventbrite.com/e/what-is-your-investment-strategy-tickets-876655168207?utm-campaign=social&utm-content=attendeeshare&utm-medium=discovery&utm-term=listing&utm-source=cp&aff=ebdsshcopyurl

Join us for an enriching seminar as part of the Building Financial Power Series, presented by Financial Advisors from Charles Schwab. We'll discuss topics including savings, wealth building, and investments on Thursday, May 2nd, from 2:00-3:00pm. This seminar will be available to join either in-person or virtually via Zoom.

Plus, this is your chance to take advantage of a complimentary 30-minute one-on-one session with a Charles Schwab Financial Advisor for personalized guidance or to address specific financial questions you may have! Personalized sessions are available every 30 minutes between 3:00-5:00pm, both in-person and virtually! Advance registration is required, deadline to register is April 19, 2024.

To secure your spot for a one-on-one session, please select 'I am interested' when registering for the seminar. Then, Brenda Butnick from JFS Career and Financial Services will reach out to you via email to coordinate a time slot that fits your schedule.

For immediate questions, or to coordinate a time slot for your one-on-one session with a Financial Advisor from Charles Schwab, please contact Brenda Butnick, JFS Financial Coach, at bbutnick@jfsdallas.org.

Please register using the Eventbrite link provided in the contact section of this post.