Lunch & Learn—Investing 101: Understanding Your Personal Investment Portfolio

October 13, 2021 at 12:00PM EST
In-Person Lunch & Learn in Rehoboth Beach, DE
19409 Plantation Rd. Building 2 Unit 1 Rehoboth Beach, DE 19971
Join Certified Financial Advisor™, Cameron Fitzgerald, CFP®, CRPC® for lunch at the Black Dimond Financial Solutions office in Rehoboth Beach, Delaware for an exclusive lunch and learn session. Cameron will be sharing an in-depth look at the market, sharing market trends, and showing you a quick way to better analyze your retirement portfolio in an unpredictable market.
Is your investment portfolio prepared for the market?
As the economy continues to recover from the Covid-19 pandemic, many chief economists are predicting a market correction—a 10% to 20% market drop. However, this market pullback doesn't have to derail your short and long-term retirement goals. Join us at the Black Diamond Conference Room in Rehoboth, Delaware on October 13th at 12PM for this in-person lunch and learn with Certified Financial Planner™ and Partner, Cameron Fitzgerald, CFP®, CRPC®.
These are the topics we'll be covering during this exclusive, free in-person workshop:
Stock Up
In-Depth Look at the Market
We'll share with you where the markets are today
Money Bag
PE Ratio of Market
We'll equip you with the latest price-to-earnings ratio to help you determine stock valuation
Market Trends
We'll share with what data we use to understand the market trends
How to Analyze Your Portfolio
We'll show you how we can quickly analyze your portfolio to better protect your retirement portfolio in unpredictable markets
Cameron Fitzgerald
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Cameron Fitzgerald joined Black Diamond Financial Solutions in May of 2013. He received his Bachelor of Science degree in Business Administration with a concentration in Finance from the University of Tennessee in 2005. Since then, he has earned the CPF® and CRPC® credentials. In July of 2020, Cameron became a partner of Black Diamond Financial Solutions.

Attention to detail, good listening skills, excellent service, and exceptional communication are just a few of the traits that characterize Cameron. Working in a team atmosphere allows him to focus his time on his clients and their financial needs. Realizing that each client has unique financial needs, Cameron works with each individual to create effective and customized financial plans to address their goals.

Born and raised in Sussex County, Delaware, Cameron currently resides in Lewes, DE with his wife, Casey, their son, Teigen, and their daughter, Thea.

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See how prepared your portfolio is for a financial shock.