From Clueless to Confident: Finding Your Ideal Investment Account

Thu Mar 06 2025 at 05:00 pm to 06:30 pm UTC-05:00

Charles A. Lanford, M.D. Public Library | Macon

Pivotal Solutions Management, LLC
Publisher/HostPivotal Solutions Management, LLC
From Clueless to Confident: Finding Your Ideal Investment Account
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Learn how to go from feeling lost about investing to feeling empowered and knowledgeable about choosing the right investment account for you
About this Event

💡 From Clueless to Confident: Finding Your Ideal Investment Account 💡

📈 Want to start investing but don’t know where to begin?
😕 Confused about which investment account is right for you?

If this sounds familiar, you’re not alone! But the good news is—you don’t have to stay in the dark.

Join Pivotal Solutions Management in partnership with the Charles A. Lanford, M.D. Library for an eye-opening in-person masterclass on Thursday, March 6th, 2025, at 5:00 PM (EST) to gain the clarity and confidence you need to take control of your financial future!

💰 What You’ll Learn:

Guided by expert financial coach and educator, Dr. LaKeisha Lowe “Dr. LL”, this interactive session will break down investment accounts in a simple, easy-to-follow way. You’ll discover:

✔️ Why investment accounts aren’t one-size-fits-all
✔️ Key features & purposes of different types of accounts
✔️ The benefits and potential drawbacks of various investment accounts
✔️ How to choose the best account for your unique goals

No more guessing. No more confusion. Just clear, practical knowledge that empowers you to make smart investment choices!

🎯 This class is for YOU if:
✅ You’re a beginner looking for straightforward guidance
✅ You’ve been putting off investing because you’re unsure where to start
✅ You want to confidently choose the right account for your needs

🔗 Secure Your Spot Today!
This free masterclass is a golden opportunity to take the first step toward building wealth. Register now!

📩 For More Information:
📞 Call the Charles A. Lanford, M.D. Library at 478-300-6760
📧 Email Pivotal Solutions Management at [email protected]

It’s time to move from clueless to confident—your investment journey starts here! 🚀

About the Course Presenter and Speaker

Dr. LaKeisha Lowe "Dr. LL" is a seasoned and dynamic financial coach and educator with a proven track record of empowering individuals through financial literacy and investment education. She has successfully passed the SIE (Securities Industry Essentials), Series 7, and Series 66 exams, demonstrating her expertise in the financial industry. With over a decade of teaching and training experience, Dr. Lowe has guided learners at all levels—from primary and post-secondary students to professionals—across a diverse range of subjects, including Investments, Algebra I & II, Geometry, English, Writing, and Test Preparation (e.g., the SIE and Series 7 exams).

Passionate about financial literacy, Dr. Lowe firmly believes that understanding personal finance and investing are two of the most powerful skills individuals can master to secure their futures. Her academic journey reflects her dedication to education and service. She earned a Bachelor of Arts Degree in English with a Minor in Political Science from Wesleyan College, a Master of Public Administration Degree from Augusta State University (now known as Augusta University), and a Doctor of Philosophy Degree in Human Services with a Specialization in Nonprofit Management from Capella University.

Dr. Lowe is committed to equipping individuals with the knowledge and confidence they need to navigate financial decisions effectively, making a lasting impact on the communities she serves.


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Event Venue & Nearby Stays

Charles A. Lanford, M.D. Public Library, 6504 Houston Road, Macon, United States

Tickets

USD 0.00

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