Broker Check
26 June
Investing in Private Equity

Description

Wondering if Private Equity should be a part of your portfolio? Join HerPlanning's Lead Financial Planner, Kristin Afelumo, CDFA & CNL Security Corp's Stephanie Vinat for a conversation about Private Equity and the best way to incorporate it in your overall plan. 

We'll cover:

  • What is Private Equity
  • What's so unique about PE vs other asset classes
  • How to get started

Feel free to send questions ahead to Kristin@HerPlanning.com. We're looking forward to seeing you soon!

*During this presentation, private equity will be discussed, which has various risks including loss of principal and may not be suitable for every investor.

HerPlanning and LPL Financial are separate entities and unaffiliated with CNL Security Corp

Date and Time

Thu, Jun 26, 2025

12:00p - 12:45p CST

Location

Webinar Via Zoom

PT45M

Event Registration

Will you be able to attend this event?