Co-Co Member Exclusive: Finance Group

In our complicated world, we are often saving and striving for multiple goals at once, such as retirement, children's college education, aging parents' care, and maybe even starting a business. Trying to do all this or even just some of it, without a clear roadmap, can be daunting. We can help you organize, understand, and get clarity on how to achieve all that you have dreamed.

Join us for our January Finance Group meeting: " Investing Essentials: Asset Allocation & Portfolio Basics", presented by Nicole Wegman from Modera Wealth.

We’ll explore the fundamentals of investing, highlight why asset allocation is essential, and break down the basics of building a diversified portfolio. Together, we’ll discuss what these concepts mean in practice, the key elements that might be included, and how a portfolio can evolve over time to support long-term financial goals.

Members have full access to events at both Co-Co locations.

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