Join CMBCC and Charles Schwab for a Lunch and Learn on June 28th from 11:30-1:00pm.

Whether you are just starting to put an investing plan in place, or are looking to update the one you have, leverage the essential principles to  help take ownership of your investment portfolio. From setting goals and expectations, to rebalancing and ignoring market noise, you'll leave this investing seminar with a better understanding of how to map out your plan and stay your course. Registration closes on 6.26.18.

Register Today!


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Event: 7 Fundamentals You Need for Investing Success – Lunch and Learn
Date:  Thursday, June 28, 2018
Time:  11:30 AM - 1:00 PM
Place:   Charles Schwab & Co.
4529 Sharon Road
Charlotte, NC

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