Foundation of Investing - Lunch and Learn

[virtual] Lunch & Learn: Foundation of Investing

Members: Join RWN and Amy Waldron, Financial Advisor and Personal Financial Strategist, for this FREE midday, virtual opportunity to build your investor IQ!

Understanding the basics is the foundation of anything, including investing. This educational program is for people who are either new to investing or need a refresher — including on managing your own money or finding out good questions to ask your current advisor!

Participants will learn:

• The importance of developing a financial strategy.

• The impact of asset allocation on your investments.

• Ideas for focusing on what you can control with your finances.

30 minutes of Basics, 30 minutes of Q&A!

Date: Wednesday, June 4, 2025

Time: Noon - 1:00 pm

Virtual:
Zoom

Link provided at registration confirmation

Please register by June 3rd

This Member Event is FREE. 

About Amy Waldron

Growing up as the sixth generation on her family's farm, Amy learned that hard work and smart money management are two pillars to success. She now uses those valuable lessons to help individuals navigate their financial journey.

She listens to your story to understand your unique needs, wants and fears so that together you craft a financial strategy tailored just for you. Whether you’re just beginning your financial journey or looking to diversify your funds and start saving for future generations, Amy can help.

Amy spent over 20 years working in a corporate setting managing professional sports projects with large teams and budgets. Today she works for Edward Jones, and follows her passion for personal finance by running educational programs for employee retirement plans to serve clients in job transitions as well as business owners seeking to provide benefits to their valued employees. Amy is also an RWN member.

LinkedIn: https://www.linkedin.com/in/amyjbentley/

Facebook: https://www.facebook.com/EJAdvisorAmyWaldron

RWN strives to host inclusive, accessible events that enable all individuals to engage fully. Let us know if there are any accommodations that would make your experience more inclusive.To request an accommodation or for inquiries about accessibility, please contact Dawn Catanese at dawnjames@frontier.com.