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