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Lunch and Learn with Hastie Financial Group: Prudent Investing 101

April 14, 2026 12:00 PM - 1:00 PM (PDT)

Description

Join us for an informative Lunch and Learn with Hastie Financial Group, who will be introducing the following concepts: 

  • Being aware of your investments
    • Allocation vs. risk tolerance
  • Types of investment vehicles
    • Mutual funds, Exchange Traded Funds, Separately Managed Accounts
    • Target date funds
    • Individual securities 
  • Asset classes
    • Stocks vs. bonds; alternative investments
    • Growth, blend, value
    • Morningstar Style Box analysis 
  • Diversification
  • Asset correlation
  • Bond duration
  • Where to go from here?

Tune in via Zoom or in person. Lunch will be provided. For more information, visit SalinasChamber.com.

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Contact Information

Name: Jaspreet - Jasmine Bhardwaj
Phone: (831) 751-7725
Email: jasmine@salinaschamber.com
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