Together We Grow- Understanding Investment Terminology

​SAVE THE DATE!!

​Our speaker will be the amazing Ginger Harris! As a wealth advisor, Ginger helps individuals and families build confidence in their financial future through personalized estate planning, tax strategies, and portfolio management.

​Many women know they need a financial and estate plan but feel stuck at the starting line. In this session, we’ll move past the confusion and get straight to the tools that build real wealth. We will learn the characteristics of different asset classes, including Stocks, Bonds, Real Estate Investment Funds, as well as more specialized opportunities like Structured Notes, Private Credit, Private Equity and Venture Capital Investments.

​We will break down what Diversity and Risk Tolerance actually look like in a portfolio and how to use these various investments to prepare for your future. You’ll walk away with a clear understanding of how these pieces fit together, turning a list of complex terms into a confident, actionable strategy.

11:30 - 12:00 pm Network and Lunch
12:00 - 1:30 pm Speaker Ginger Harris
2:00 - 2:30 pm Thoughts and Take-Aways
2:30 - 3:00 pm Announce next lunch, Network, and Say Goodbye.

​​​​​Directions, Hours & Parking Details: When parking at the club, park in the lot South/West off of 500 South at Rice-Eccles Stadium. Just north or Cemetery. Use the Parking App and enter the information, then use Validation and type the Validation Code KGS1822. The cost is 3.00/hour via Parking App as well

Additional/Free Parking: You can park at the Sports Complex across the street as a second option and then walk over to the U of U Ken Garff Club.