About this Event
Brunch-N-Learn: Financial Rules of the Road
Agents Brunch N Learn
As real estate professionals, we spend our days helping clients make some of the biggest financial decisions of their lives. But how often do we take time to focus on our own financial future?
Join us for an informative Brunch N Learn with Divya Devi, Financial Advisor with Edward Jones, as she shares the "Rules of the Road"—10 timeless principles designed to help build a strong financial foundation and create a long-term strategy for achieving your goals.
Whether you're just beginning to invest, growing your business, or planning for retirement, this session will provide practical guidance that can benefit both your personal finances and the conversations you have with clients.
You'll Learn:
• How to develop a personalized financial plan
• Understanding your investment risk and risk tolerance
• Why diversification matters
• Setting realistic expectations for long-term investing
• Building an effective strategy that aligns with your goals
• Financial habits that can help create long-term success
This presentation is designed to encourage agents to prioritize their own financial health while gaining insights that may also help them better understand the financial journeys of the clients they serve.
Brunch is provided, networking is encouraged, and agents are welcome!
Co-Hosted By:
Suzzy Wilder-Poe: Epique Realty
Justeen Chromy: Edge Home Finance
Sarah McKee: First American
Event venue & nearby stays
914 Valley Ave NW unit 105, 914 Valley Avenue Northwest, Puyallup, United States
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