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May Lunch & Learn: The Fundamentals of Investing

May 13, 2025 11:45 AM - 1:00 PM (EDT)

Description

The Fundamentals of Investing

📅 Tuesday, May 13, 2025
🕐 11:45 – 1:00 PM
📍 Cosimo’s Trattoria, 120 Delafield St, Poughkeepsie, NY

Join us for a concise, informative seminar designed to help you better understand the foundations of investing. Whether you're new to investing or looking to refresh your knowledge, this session will cover:

Key asset classes

Core principles of investing

The value of asset allocation and diversification

How to structure a portfolio aligned with your financial goals

Presented by:
Antonio Coppola, CIMA®, MBA™
Vice President – Financial Advisor, Morgan Stanley

NMLS# 2616999

https://advisor.morganstanley.com/antonio.coppola

This seminar is ideal for REALTORS® and affiliates looking to build financial confidence and long-term planning skills.

Lunch will be served.

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Contact Information

Dutchess County Association of REALTORS
Name: DCAR Staff
Phone: 845-471-2811
Email: staff@dcar.com

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May Lunch & Learn: The Fundamentals of Investing

May 13, 2025 11:45 AM - 1:00 PM (EDT)

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May Lunch & Learn: The Fundamentals of Investing

May 13, 2025 11:45 AM - 1:00 PM (EDT)

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