You’re invited to Building your Investment Portfolio Coffee & Kringle – April 18, 10 a.m.

Want some engaging water cooler talk? Come to Coffee & Kringle with Justin on Saturday, April 18 at 10 a.m. to fill your cup with info on stocks vs. bonds, mutual funds and exchange traded funds, expense ratios, indices, historical performance, and constructing and rebalancing your portfolio. If that doesn’t give you things to mull over, maybe the flavors of delicious, authentic Danish kringle will.

FSG clients and guests as well as community visitors are welcome to attend our no cost learning events.

Your facilitator: This session will be led by CERTIFIED FINANCIAL PLANNER™ professional, Justin Moilanen. Justin is a lead advisor with Financial Service Group. Learn more about Justin.

Our sessions are designed to encourage discussion among a small group (maximum 15 attendees). We ask all attendees to register in advance so we can plan accordingly. Sessions with fewer than 10 attendees will be rescheduled. Register below or call Lori at 262-554-4500 x105 to reserve your seat.

Register for this Event

Coffee & Kringle: Building your Investment Portfolio

Date: Saturday, April 18, 2020

Time: 10 a.m. to 11:30 a.m.

Location: Financial Service Group | 4812 Northwestern Avenue, Mount Pleasant, WI 53406

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