July 2023 Virtual Event: Investing and Personal Finance 101

Our July 2023 virtual event, “Investing and Personal Finance 101,” featured Obermeyer Wood team members Dana Nightingale, CFA, CFP, and Brooke Gais, CFP. While many of our clients are well on their way in their financial lives, we know it’s never a bad idea to brush up on the basics. Whether someone is opening their first retirement account, dealing with a sudden influx of cash, or simply looking for guidance on the principles of investing, this event aimed to provide them with valuable insights and practical advice. Dana and Brooke covered a range of topics, including the basics of public market investing, the difference between different asset classes and securities, and “what I wish I knew” personal finance lessons learned by our team over the years. Watch the recording of the full event below.