Our first-ever member workshop with Sneha Jain, Founder, Wealthtrust Capital Services, was a huge success! Here are some of the key takeaways:

🎯Retirement planning is a critical part of financial planning. It is also important to adjust your retirement goals for inflation.

🎯The best investment strategy depends on your risk tolerance. If you are risk-averse, consider investing in low-risk assets such as CDs, bonds or money market funds. If you are more risk-tolerant, consider stocks or other higher-risk assets.

🎯A well-balanced portfolio is one that is diversified across asset classes. This helps to reduce risk by minimising the impact of any one asset class on the overall portfolio.

🎯Savings help with short-term goals and typically offer a low-interest rate, while investments are assets that you invest in for higher long-term returns.

We are committed to equipping our members with valuable resources to make informed financial decisions, and this was a step in the direction.

Date: Monday, May 22, 6 to 8 pm