Welcome to
Investing 101.
In this interactive workshop you will learn about investing, the 5 steps to build an investment strategy and how to take
meaningful action to live a life of self-reliance. Become a confident
investor and achieve your financial goals with the education and knowledge that
will empower you.
Tuesday, Aug. 5
12pm - 1pm
BBY, AQ 3154
Please bring your lunch
Speaker Biography
Nancy Nam
Having been in the financial industry for 11 years, I’ve had the
opportunity to witness some extremes in the financial markets and see
how it has affected people of all ages and backgrounds. Money has a way
of bringing up complex emotions and belief systems around it that affect
our behaviors and peace of mind.
Being goal focused and planning driven ensures getting the
individuals, families, and corporations that I help to where they want
to be. I do this by integrating principles of capital preservation with a
good investment strategy that counterbalances the risk/reward ratio and
income and growth expectations that allow them to sleep at night. I
also have the resources at TD that I can draw from to bring you skilled
and knowledgeable experts in complex areas of Estate and High Net Worth
Planning, Charitable Giving, and other areas.