Join fellow Cornell alumni for an Investing Bootcamp where you will get a chance to learn fundamental knowledge we weren’t taught in high school or college.
Investing Boot Camp will cover:
« Your 2 Saving & Investing priorities
« Attributes of stocks & bonds, mutual funds & ETFs, 401ks & IRAs
« The 3 key investing principles: Asset Allocation, Diversification, and Asset Location
« 5 steps to designing and managing your own Investment Plan
Come invest an hour of your time…
This workshop will be led by Jeff Nordin, CFP®, a Johnson School class of 2002 alum. After a 20-year financial advisory career, Jeff founded Core Financial Concepts, providing 100% unbiased financial education to employees of great companies.
Location: DocuSign, 221 Main Street, Suite 1500 - 15th Floor, San Francisco, CA.
Questions? Please contact Brittany Richards '07
This seminar is offered for information purposes only. Mr. Nordin does not represent Cornell University or The Cornell Alumni Association of Northern California (“CAANC”), which do not endorse or approve the seminar or its contents, which are solely the views and responsibility of Mr. Nordin.
