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At this workshop, we will: Investigate how we typically make decisions when it comes to money and finances; Understand how our decision-making process contributes to common investment mistakes; and Learn how to train our brains to avoid those mistakes. In “My Brain Made Me do It” we will have conversation over Gruet bubbly and understand our relationship to our financial decisions. Join us for a lively and educational conversation. [wpforms id=”2706″]
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA & SIPC.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
The LPL Financial representative associated with this webpage may only discuss and/or transact securities business with residents of the following states: Arizona (AZ), California (CA), Colorado (CO), Illinois (IL), Iowa, (IA), Michigan (MI), Missouri (MO), Nebraska (NE), New Mexico (NM), North Carolina (NC), Oregon (OR), Texas (TX).
Ricky P Tredwin. CA Insurance Lic. #OC24309
We work with clients across the country. We are pleased to communicate with you in the ways that are most comfortable and expedient for you — Google Meet, Zoom, Webex, telephone, email or in-person.
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