INVESTOR'S TOOLKIT: SMART STOCK SELECTION FOR EVERY INVESTOR

This hands-on workshop will teach you how to choose stocks, understand what you’re buying, and make smart moves—no matter where you are in your financial journey.

• Know what kind of investor you are (beginner, retirement-focused, DIY)
• Learn how long-term or short-term goals change your strategy
• Understand the difference between growth and value stocks
• Get tips for researching companies and industries
• See how to read a company’s financials (yes, it’s easier than it sounds!)
• Use free tools to research and select stocks
• Connect your investing choices to your real-life goals

Rachel has helped hundreds of people invest with confidence—no gimmicks, just smart strategies that work for real life.

This workshop is ideal for semi-savvy investors and curious beginners alike. You’ll walk away with clear, useful guidance to help you build wealth and stay on track with your financial goals.

Rachel McDermott is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 421 Troy Schenectady Road, Latham NY 12110, 518-608-4608. Thoroughbred Advisors is independent of Equity Services, Inc. In CO, MO, NH, and WI, Equity Services, Inc. Operates as Vermont Equity Services, Inc. All investing involves risk, including the possible loss of principal and there is no guarantee that any investment strategy will be successful. Investment returns and principal value will fluctuate with market conditions so that shares, when redeemed, may be worth more or less than their original cost. Past performance is no guarantee of future results. TC8229395(0825)

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