2X Wealth Group offers customized seminars to women at Bay Area companies. In a recent seminar at a leading tech company, we used a case study approach to explain financial planning concepts that directly applied to the audience including employee stock option plans, restricted stock units and Roth 401K plans. To further engage the audience, we played an investment game demonstrating how personal risk tolerance influences portfolio style and investment performance. The seminar led to lively and engaging discussions.
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The content on this page are for informational purposes, and is not intended to be a formal research report, a general guide to investing, or as a source of any specific investment recommendations and makes no implied or express recommendations concerning the manner in which any accounts should be handled. Any opinions expressed in this material are only current opinions and while the information contained is believed to be reliable there is no representation that it is accurate or complete and it should not be relied upon as such. Investing involves risk, including loss of principal, and no assurance can be given that a specific investment objective will be achieved.
