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Webinar – Investing Basics – May 9, 2024 – FREE


May 9, 2024 – 12:00-1:00PM

Presented by: Charles Hamilton

There is so much information out there that making sense of it all can leave your head spinning. Sometimes the market seems like it will be flying high forever … only for it to suddenly drop and send everyone running for cover. Conventional wisdom tells us that what goes up, must come down. But even if you think about market volatility as a normal occurrence, it can be tough to handle when it’s your money at stake. You are invited to this webinar so you can learn a little more about the best way to get your dollars working for YOU!

Charles is a Financial Advisor. He works with career executives and their families on their comprehensive financial planning needs; helping with goals like retirement, college planning, general investing, risk management and tax mitigation. Charles also works with closely held business owners in critical areas such as profit sharing and executive compensation as well as rank and file benefits like 401(k) planning and group insurance.

Charles is a CERTIFIED FINANCIAL PLANNER™ professional and holds his Series 7, Series 6 and Series 63 securities licenses. He is a graduate of California State University at Long Beach with a BA in Film Production. Before moving into the financial services industry, he worked in the post production sector of the entertainment industry for 20 years.

Charles is a consummate networker and connector. He has a strong desire to take his skillset in a philanthropic direction, serving on several boards in order to build deeper relationships and better serve his community.

Charles lives in the Montrose area of Glendale with his 16 year old daughter, Vivian. In his free time, he enjoys writing and recording music.

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FREE FOR ALL LEGAL PROFESSIONALS

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