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Jumping into the Deep End: A How-To Guide for New Investors

Women Investing In Security and Education (WISE®) and SheVest, UCI Center of Investment and Wealth Management, Paul Merage School of Business

Proudly Present

JUMPING INTO THE DEEP END:
A “How to” Guide for New Investors!

Presented by: Evelyn M. Zohlen, MBA, MS, CFP® Inspired Financial

If you’ve always wanted to invest but have never been sure how to wade into those waters, this is the WISE Empowerment event for you!

In addition to an MBA with a concentration in Financial and Portfolio Management, Evelyn has nearly 25 years’ experience in investments and personal finance to share with us. In this important online event for ALL investors, you will learn:

- What is the first thing to do before investing?
- How to decide where to invest.
- Step-by-step guidance on how to get started.
- When is the right time to invest?
- When is the right time to sell?

And, more! We will have a 15-minute Q&A about 5:15 p.m. PT, and then Evelyn will tell us what inspired her to enter her profession and start her own business.

Join us as WISE CEO, Angela Dailey interviews Evelyn Zohlen of Inspired Financial and learn how ALL women -- young women, housewives, working women, and those entering retirement -- can invest and position themselves for long-term success.

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Evelyn M. Zohlen is the founder of Inspired Financial, LLC. Inspired Financial is a fee-only wealth management practice that specializes in serving women in transition in southern California. Prior to founding Inspired Financial, Evelyn was a Relationship Manager at The Vanguard Group. Currently, Evelyn is a Certified Financial Planner™ (CFP®) professional and serves on the Board of Directors of the Financial Planning Association. Prior to entering the financial services profession, Evelyn served as an intelligence officer in the United States Air Force.

Sep 8, 2022 04:30 PM in Pacific Time (US and Canada)