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Posted on: February 6, 2017

Broadmoor Branch to host free financial workshops

Free Financial Workshops
Pinnacle Asset Management Group, LLC, will present a series of free financial workshops at our Broadmoor Branch starting in February. The workshops cover topics on financial planning, credit, investing, and retirement.

Workshops will be held from 10 a.m. to 11:30 a.m. in the large meeting room at the Broadmoor Branch. Workshops are free and open to the public.

Co-founders of Pinnacle Asset Management Group, LLC, Diana M. DeCharles, CFP, MBA, and Patrick A. Cord, CFP, will lead the workshops and provide free information to patrons to assist with financial planning and wealth management. Workshop dates and topics include:
  • Financial Planning Basics – February 18, 2017
  • Safeguarding Your Credit – April 8, 2017
  • Investment Basics – July 15, 2017
  • Retirement Basics – October 14, 2017

Shreve Memorial Library and its branches are not affiliated with Pinnacle Asset Management Group, LLC or SagePoint Financial, Inc. Securities offered through SagePoint Financial, Inc., member FINRA/SIPC. Investment advisory services offered through Pinnacle Asset Management Group, LLC., a registered investment advisor not affiliated with SagePoint Financial, Inc.

For more information, please call the Broadmoor Branch at 318-869-0120.
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