Lunch and Learns

For Organizations

You do not need to have a 401k plan; these sessions are for individual employee education.

The average American loses seven of every eight dollars of market return over their investing lifetime, driven by factors including irrational investor behavior leading to poor decision making (e.g. trying to time the market), fees, and the need for cash.1

At a Lunch & Learn, a One Day In July Advisor will talk to your employees and help them understand how this is happening, including how the financial industry often depletes their hard-earned savings with high fees. At your request, we can address other financial topics as well.

We pay for and bring the lunch and we are respectful of your organization's time. This is not a product sales session, though often people sign up with our firm later, on their own time.


Research shows that better financial management reduces employee stress and increases happiness and work focus.

"I was extremely pleased how simple and effortless it was to host a Lunch and Learn with One Day In July. It was extremely easy to organize this informative hour because they made it very convenient for us as they took care of everything. The only job I had was to invite all of the employees to this very informative Lunch and Learn.

It was nice to see the large amount of employees who attended this presentation. Our employees took away a lot of valuable information which will help them make better investment decisions. I really like the outline of the presentation and it was very organized, which helped us understand it better.

I have to say that I truly appreciate the advisor making the presentation about sharing valuable knowledge and not about selling their services to us."

- Michele Eaton
McSoley McCoy & Co. Certified Public Accountants and Business Advisors

This is an endorsement of One Day In July LLC given by a person who is not a client of the firm. ODIJ has not provided any direct or indirect compensation for this endorsement. This endorsement is not intended to be representative of every ODIJ Lunch and Learn participant's experience or that of every business owner/sponsor who works with ODIJ to organize an ODIJ Lunch and Learn for their organization.

1. Source: "Quantitative Analysis of Investor Behavior 2020" DALBAR, Inc. www.dalbar.com

One Day In July 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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Investing for Retirement: 401k and More
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How to Rollover a 401k to an IRA
Environmental Investing: How it Differs from ESG
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INVESTING THOUGHTS
Should I Try to Time the Stock Market?
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Inflation
The Cycle of Investor Emotion
Countering Arguments Against Index Funds
Annuities - Why We Don't Sell Them
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How Finacial Firms Bill
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Understanding Fixed Income: Interest Rate Risk
Investing in a Bear Market
Investing in Gold
Is Your Investment Advisor Worth One Percent?
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Who Supports Index Funds?
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Does Stock Picking Work?
The Growth and Importance of Female Investors
Behavioral Economics

Shelburne, VT Financial Advisor

Frank Koster | Josh Kruk

145 Pine Haven Shores Road, Suite 2212

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 Bensel

Nancy Westbrook | Peter Egolf

Adam Roof

77 College Street #3A

Burlington, VT 05401

(802) 503-8280

Essex, CT Office

Keith McCarthy

5 Essex Square, Suite 3A

Essex, CT 06426

(860) 581-7011

Rochester, VT Financial Advisor

Available for meetings in Rochester, VT and surrounding area.

Carrie McDonnell

(802) 767-7665


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