Level Up Ladies - Stocks, Bonds and Mutual Funds, Oh My!
Wednesday, Jan 17, 7pm
Fiscal Fitness Phoenix
About event
This presentation sorts out the difference between fee-based, commission and managed account structures, and helps you understand stocks, bonds and mutual funds once and for all. You’ll walk away with questions to ask to set the tone for a healthy relationship with your financial advisor.
Presented by: Shanna Tingom, AAMS® with Heritage Financial Strategies
Shanna Tingom is an independent
financial professional and the founder
of Heritage Financial Strategies. Her
specialty is working with female
entrepreneurs, business leaders, and
individuals experiencing life transitions.
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