TPW Lunch and Learn #3 a hit!
TPW Lunch and Learn series of downtown educational financial workshops continued yesterday afternoon, with the third in the L&L series focusing on how to reduce investment expenses. Sixteen attendees enjoyed listening to Towerpoint Wealth’s president, Joseph Eschleman, and A.J. Rea, Director at iShares, lead a spirited and interactive discussion on the importance of minimizing fees, costs, and expenses while working to grow (and protect) one’s net worth. A.J. and Joseph spoke not only to how exchange traded funds (ETFs) have revolutionized the investment landscape over the past twenty years and the mechanics of how they work, but also to how these extremely low-cost investment vehicles can help investors “get better gas mileage” on their portfolio.