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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