Ready to take control of your financial future? Join us for Investing 101: A Guide to Building Your Financial Future, a practical and engaging webinar designed for Co-lab members looking to gain confidence and clarity in the world of investing. Whether you’re just starting out or looking to refine your strategy, this session will provide the roadmap to help you make informed decisions.
We’ll cover essential topics including:
The fundamentals of investing & an overview of different asset classes.
Asset allocation strategies & how to align them with your goals.
A breakdown of popular investment platforms and how to choose the right one for you.
Morgan Newman is a Director of Investments at Oppenheimer & Co. Inc. in the NYC Chrysler East office & has been a financial advisor for over a decade. She focuses her practice on using financial education as a tool towards feeling empowered & in control of your money. She works with her clients on creating financial plans and implementing investing strategies that are aligned with their life goals and values.
As part of her mission, Morgan partners with companies and organizations to bring approachable financial education to the workplace through her Wealth at Work initiative. To date, she has helped hundreds move their financial lives forward through partnering with Meta, Google, IBM, Walmart, the Golden State Warriors (and more!).
Morgan has her Bachelor of Arts in Economics from Bucknell University in Lewisburg, PA and a Certificate in Financial Planning from NYU. She is a member of the Omicron Delta Epsilon International Economic Honor Society, a Certified Financial
Café Co-Lab's are small, weekly networking groups focused on specific topics. They are an opportunity for co-lab members to connect, share resources , and engage with other members.
All co-lab events are free to members. Zoom details will be posted on the day of the event in our private community Slack in the #cafe-co-lab channel. All questions can be directed to info@jointhecolab.com. To become a member and receive access to these exciting events, join us here.