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No matter which decade of life you’re in, there are key investing questions you should be able to answer. In this panel discussion, the CAPTRUST team will explain important financial moves to make, whether you’re 20, 30, 40, 50, or 60. Learn investment terminology and guidelines, plus strategies and tips for lifelong financial wellness.

Featured speakers: Debra Gates, Ed.D., CRPC®, Manager, CAPTRUST at Work; Ellen R. Shaer, CFA, Director, Investment Strategist; Chris Roberts, Account Manager, CAPTRUST at Work

Wednesday, May 15, 2024

1:00pm - 2:00pm

May

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