February Lunch & Learn

Have you ever looked at your monthly Charles Schwab financial statements or the tax forms rolling in and thought, what do all these numbers mean? You're not alone! That’s why Robert and I are hosting this Lunch & Learn to break it all down for you.

This idea came straight from client feedback - many people have asked for help with this, and every single one of them has loved having it explained in plain terms. Join us for a fun, informative session that will give you the confidence to navigate your financial documents like a pro! Lunch is on us, so don’t miss out!

We’ll walk you through how to:

Understand exactly what you own.

Track how your investments are performing.

Make sense of all those numbers on your statements.