Interested in discussing personal finance, learning about different investing strategies, and meeting financial advisors in the area? One Day In July has created an event series to bring people in the community together for free educational events about personal investing, retirement planning, college saving and more.
Join Fiduciary Financial Advisor Peter Egolf Thursday, July 7th from 8am - 9am at Myer’s Bagels located at 377 Pine Street in Burlington. This event is open to anyone to discuss their questions about the stock market, investing, financial planning, and One Day In July. Enjoy breakfast on us! Can’t make it this week? No problem. Peter will be hosting at Myer’s Bagels for the next few weeks.
Join One Day In July's founder, Dan Cunningham, to learn about working as a financial advisor. A background in finance is not required. We are looking to open new advisor positions in Manchester, VT and Saratoga, NY!
Many of us are able to finally carve out some time to sit down with a good book once summer rolls around. One Day In July Financial Advisor Katie Bensel put together a Summer Reading list of books we think are well-written, enjoyable to read, and also very informative on money matters and investing topics.
Join Katie Bensel, financial advisor and self-proclaimed bookworm, and the rest of the Book Club for coffee, treats, and a discussion about Trillions at 9:00 a.m. Saturday, August 20th at The Café HOT in Burlington, VT.
Join Katie Bensel, financial advisor and self-proclaimed bookworm, and the rest of the Book Club for cocktails, apps, and a discussion about Think Again: The Power of Knowing What You Don’t Know at 6:00 p.m. Wednesday, Sept. 21. Location TBA! This will be an extra-special book club gathering as we say farewell to summer.