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Ready to Grow? Beginners Guide to Investing

March 21, 2023 @ 12:00 pm - 1:00 pm PDT

Virtual Event Virtual Event

Free

Presented by 

Alison Mandi, Financial Advisor, UBS Financial Services

Description

Hear from UBS Financial Advisor, Alison Mandi, to learn more about the world of investing, why it is important, and what things to consider when it comes to investing toward your unique goals. Alison will also share tips and strategies to successfully build on their financial independence, which can help them to be better prepared for dealing with life events, including those that can potentially cause financial hardship, such as job loss, divorce, or unexpected long-term care need. 

Speaker 

Alison Mandi is passionate about helping families, professionals, and retirees accomplish their financial and lifestyle priorities at every stage. Alison started in the investment services industry out of college in 2006, after earning her BA in International Political Economy at the University of Washington. She obtained the Series 7 and Series 66 license in 2007 while working at UBS. In her early career, Alison supported financial advisors as a Registered Client Service Associate and moved from UBS to Citigroup Smith Barney at the beginning of 2008. In late 2008, she moved to RBC Wealth Management into the role of Investment Associate. In 2019 Alison became a financial advisor at RBC out of a desire to lead more clients toward success in their financial journey. In 2021, Alison returned to UBS to partner with longtime family friend, Colin Simon. Together with Simon and the extended team at UBS, Alison strives to deliver an exceptional experience for clients by understanding what is most important to them and creating a meaningful impact on their wellbeing.

Alison is a native of Washington state and currently resides in Kirkland with her husband and three sons. She enjoys running and currently volunteers as an assistant coach of track & field and cross-country at Northwest University.

Who Can Attend & Fee 

  • Free for all members of The Koa Club and their guests 
  • Event limited to only members of The Koa Club and their guests 

Location/ Date & Time 

Online via Zoom only: 

Date:  Tuesday, March 21st, 2023

Time: 12pm – 1pmPT/1pm-2pmMT/2pm-3pmCT/3pm-4pmET 

Membership

If you are a high-achieving woman, we look forward to having you be a part of our community. If you are not yet a member, you can sign up for free at: Register for The Koa Club – The Koa Club

Learn. Connect. Lead.

Details

Date:
March 21, 2023
Time:
12:00 pm - 1:00 pm PDT
Cost:
Free
Event Category:

Venue

Online Only
Via Zoom link provided United States