Investing and Long-Term Planning w/ Matthew Dauksza

​This Thrive session focuses on investing and long-term planning, building long-term financial security and optionality through disciplined, informed investing.

​Matthew Dauksza, CFP, will lead a 60-minute session covering:

• ​Long-term asset allocation.

• ​Retirement planning fundamentals.

• ​Tax-aware investing strategies.

• ​Risk tolerance and time horizon.

• ​Diversification and volatility basics.

​Lunch will be provided.

​Not in the Syracuse office? Join via Teams: https://teams.microsoft.com/meet/292699250752779?p=rP3PRXV72Qpj1zujnt

​Meeting ID: 292 699 250 752 779

​Passcode: mJ2zz26P

​Please answer all RSVP questions when you respond. If something comes up and you can't attend, update your RSVP as soon as possible.

​Stay connected to all Thrive events. Download the Luma app and subscribe to the Thrive Wellness calendar.

​Questions? Connect with Aimée Tarin.