Workshop information

This workshop aims to teach fundamentals of investments specially within spaces like brokerage accounts, 401ks , Roth (401k & IRA) ,529s and IRAs where they can be actively utilized.

This workshop is meant for families, special needs families, adults, young adults looking to work in this sphere or interested in starting up their own investment accounts or anyone who seeks in depth knowledge in this sphere.

Please note the goal of this class is not to render any kind of specific financial advice. This is not to replace your financial advisor or tax accountant but to educate you so you can make better strategic decisions and understand the overall picture of how for example 401ks , personal brokerage investment accounts and 529s can interact and impacts of investments within those spaces.

About the instructors  Poppy Charnalia and Samir Charnalia are successful investment professionals with over two decades of experience in financial markets.  They want to share their deep knowledge starting with the basics of investment. They are both ardent supporters and believers of the Ekal cause.

For their bios, visit https://ekalworkshops.weebly.com/team https(at the bottom of the page under ‘Our Adult Instructors’.

If you have any questions, email investmentclass24@gmail.com