Virtual Lunch and Learn – Where can you put money?

AIA TRIANGLE VIRTUAL LUNCH & LEARN PROGRAM

SPONSORED BY

Where Can You Put Money?

An Introduction to the Various Investment Options

April 20 | 12:00 pm – 1:00 pm | 1 LU credit

AIA Members & AIA Triangle Annual Partners: $0 | Non-members: $25

Understanding the different investment options is critical to a person’s long term financial well-being. Here we will have a discussion of why investing may make sense and an overview of asset allocation based on personal risk profiles. We will also take a moment to discuss current trends in investing. This includes a brief discussion on crypto-currency and other hot investment topics.

Learning objectives:

• Participants will assess and analyze stock investment
• Participants will assess and analyze bond investment
• Participants will explore how to establish a proper risk tolerance
• Participants will explore how to establish a proper asset allocation

Presented by:

Raymond Wickham, Founding Partner

Raymond chose to begin his Financial Services Career in 2011, due in large part to his interest in helping people. By helping individuals and businesses to identify their financial needs and goals, Raymond can develop a plan of action to not only meet those needs, but help pave the road to also meet those goals.

Raymond graduated from Liberty University in 2011 with a bachelor’s degree in Accounting. His background includes accounting for a small IT firm in Raleigh, NC and retail management. Before joining Arbor Wealth Management, Raymond was with Navigon Financial Group and achieved some career milestones: Careerbuilder of the Year, Rookie of the Year, Member of the Presidents Club and the Royal Blue Club.

Haden Jennings, Partner

Haden began his career in financial services in 2016. From 2000 to 2015 he helped start and grow a business that concentrated on safety and security products for government facilities and military vehicles, as well as proprietary products for basketball and ice hockey. With an intimate knowledge of what it takes to manage a successful startup business, Haden understands how to navigate the different growth phases a business owner will encounter along the way. Having a plan in place that helps to assure business owners and employees are protected every step of the way is the recipe for success.

• Online program – registration required
• Link to Zoom meeting will be sent to registrants
• Deadline to register is 10:00 am on April 20th