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Wealth Circle

June 6, 2023 @ 6:30 pm - 8:00 pm PDT

The investment world can be a complicated and overwhelming place for those on the outside. If you’re finance savvy, join us to share your financial/investment experience and offer advice. If you’re muddled about the investment world, our conversation will bring clarity.

We’ll discuss what it takes to navigate the tough investing terrain calmly. Here are some of the questions we’ve been hearing lately:

  • Roth vs Reg IRA? Backdoor conversions, what are they and why should I consider them?
  • Stocks, vs mutual funds, vs ETF (Exchange Traded Funds)? What’s the difference, and why should I care?

What questions do you have? Please share ahead of the meeting or bring them up in our meeting.

Organizer

Mojdeh Marashi

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