One Day In July Investing Events

Investing In Your Future

September 22nd

12:15pm - 1:15pm

Hula Building, Burlington VT

Learn how to grow or optimize your wealth with personal investing strategies from One Day In July financial advisors!

Are you a new investor or an experienced investor looking to maximize your wealth? Join One Day In July as Financial Advisor Peter Egolf discusses what to know about personal investing over a stress-free Poke lunch provided by The Scale. Peter will talk about:

• Understanding costs, fees, and tricks of the financial industry.
• How to maximize investment accounts - 401ks, IRAs, and Bokerages.
• How to avoid costly errors - your behavior matters.
• Q&A - all things investing.

If you have questions about investing you've been wanting to ask a professional, this is your chance!

Learn more about Peter here. Feel free to reach out before the event through the form below.

Seating is limited so please follow this link to RSVP and select your preferred lunch option.

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Burlington College Financial Planning Workshop

September 23rd

2:30pm - 3:30pm

Fletcher Free Library


Middlebury College Financial Planning Workshop

October 20th

10:00am - 11:00am

Ilsley Public Library

The average cost to attend a U.S. 4-year college rose more than 2x the rate of inflation since 1985. Saving early, investing, and tax benefits can help you meet your family's future educational needs. Join financial advisor Katie Bensel to learn how to plan ahead.

Katie is a Certified College Financial Consultant (CCFC). She will take you through the details of 529 plans, including the savings opportunities they provide and how their distributions work.

529 College Savings Plans are savings vehicles designed to allow individuals / families to save for qualified higher education expenses in a tax-advantaged manner. Contributions to 529 College Savings Plans are allowed to grow tax-deferred and may be distributed tax-free if the funds are utilized for qualified higher education expenses.

Think you're too late to start saving? We're still here to help. Whether your child was born last week or is headed to college in the next few years, we can work with you to craft a plan and ease your anxiety.

Feel free to reach out to Katie Bensel ahead of this event through the form below.

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Retirement Investing

September 28th

6:00pm - 7:00pm

Pierson Library, Shelburne VT



Are you contemplating retirement or are you a retiree wondering whether you are currently maximizing your investments for retirement?

Join One Day In July as Financial Advisor Peter Egolf discusses topics related to retirement investing, such as:

• Fees - Understanding and avoiding the costs and tricks of the financial industry.
• Diversification - What does it mean to have a diversified portfolio, and are you getting the market return adjusted for your risk level?
• Investment Strategies - Should you use stock picking, active management, or index investing?
• How to avoid costly errors - Your behavior matters.
• Q&A - All questions welcome.

If you have questions about investing you've been waiting to ask a professional, this is your chance!

Learn more about Peter here. Feel free to reach out before the event through the form below.

Please enter a first name.
Please enter a last name.
Please enter an email address.
1000 characters remaining
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Poke & Personal Finance

October 6th

12:15pm - 1:15pm

Hula Building, Burlington VT

Learn how to grow or optimize your wealth with personal investing strategies from One Day In July financial advisors!

Are you a new investor or an experienced investor looking to maximize your wealth? Join One Day In July as Financial Advisor Peter Egolf discusses what to know about personal investing over a stress-free Poke lunch provided by The Scale. Peter will talk about:

• Understanding costs, fees, and tricks of the financial industry.
• How to maximize investment accounts - 401ks, IRAs, and Bokerages.
• How to avoid costly errors - your behavior matters.
• Q&A - all things investing.

If you have questions about investing you've been wanting to ask a professional, this is your chance!

Learn more about Peter here. Feel free to reach out before the event through the form below.

Seating is limited so please follow this link to RSVP and select your preferred lunch option.

Please enter a first name.
Please enter a last name.
Please enter an email address.
1000 characters remaining
Please enter a message.

Financial Wellness Workshop

October 14th

1:30pm-2:30pm

Burlington Yoga, 215 College St.



Join financial advisors Nancy Westbrook and Katie Bensel for the least stressful discussion about finances you may have ever experienced!

Piper Abbott of Burlington Yoga will first guide us through breathwork and guided relaxation techniques. We will calm our minds and nervous system and release some of the stress we experience day to day.

Finance is a pain point for many people, but it's also an important part of your wellness (one of the eight dimensions of wellness) and feeling balanced in day-to-day life. One Day In July fiduciary financial advisors, Katie and Nancy, will spend 20-30 minutes sharing steps you can take to improve your financial wellness and simplify this important piece of your life.

After the discussion, we'll enter into Savasana, an opportunity to enter deep relaxation and to help ease any tension we feel around money matters.

End the afternoon with fresh juice from Tom Girl and any questions you may have for the hosts.

Please register in advance as space is limited inside the studio.

Those wishing to join remotely can tune in via Zoom: https://us02web.zoom.us/j/86710384206

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1000 characters remaining
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One Day In July LLC is an SEC-registered investment advisor. Registration does not imply a certain level of skill or training. One Day In July LLC does not guarantee actual returns or losses. This content is for educational purposes only and is not investment advice. Individual circumstances may vary.

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Timing the Market in 2020
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In the Media

Shelburne, VT Financial Advisor

Frank Koster | Josh Kruk | Keith McCarthy

5247 Shelburne Rd, Suite #101

Shelburne, VT 05482

(802) 777-9768

Stowe, VT Finanical Advisor

Available for meetings in Stowe.

Peter Egolf

(802) 999-2321

Burlington, VT Financial Advisor

Hans Smith | Katie Muttitt

Nancy Westbrook | Peter Egolf

77 College Street #3A

Burlington, VT 05401

(802) 503-8280

Darien, CT Financial Advisor

Available for meetings in Darien.

Keith McCarthy

(203) 554-9466


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