Featuring Guest Speaker Chris Lang, CFA®
Fiduciary Investment Advisor at Tradewinds Capital Management & Board Member, The Whatcom Dream
2 Hour Workshop
Saturday, March 28th 10:00am-Noon
Place: Conference Room • 2211 Rimland Drive • Bellingham
Requested Donation to Whatcom Dream: $40
Register Online at: thewhatcomdream.org/new-investor-workshop
Workshop Topics Include:
• What does it mean to be an investor?
• Investment Accounts: An Overview
• Understanding Common Investment Types
• Investment Risk, Asset Allocation, and Diversification
• How can life stages impact my personal investment strategy?
• How can the “economy” impact my investments?
• What indicators can I follow?
• Managing Emotions in volatile markets
• Reliable Information Sources
Whatcom Dream is excited to offer this workshop on a topic that for many is a mystery. Our goal is to inform you, inspire you and make investing more understandable and accessible with actionable information.
⭐️ Chris Lang is a seasoned Investment Professional with over 20 years of experience. Whatcom Dream is proud to call Chris a Board Member. He shares our commitment to education as a means of personal financial empowerment in our community.
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