WOMEN'S WEALTH BREAKFAST
Thursday, 30th July 2020
7:45am arrival for a 8am start. The presentation will run for approximately 45 minutes.
Boardroom, Level 1, 15 Joll Road, Havelock North
Charlotte Macphee - Investment Adviser at Craigs Investment Partners
Please join us for breakfast as we take you through an interactive look at the Craigs Investment Partners investment process.
Charlotte will work through our six steps to establishing and managing an investment portfolio. She will cover the process of getting to know our clients and setting their goals and objectives, understanding their risk tolerances and formulating a personalised investment plan.
A light breakfast will be served. Seats are limited, please register early to ensure your place.
By Friday, 24th July to firstname.lastname@example.org or phone 06 826 2506.
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