Lunch & Learn: The Best Investment Advice You’ll Never Get

Lunch & Learn: The Best Investment Advice You’ll Never Get | Member-to-Member Education Series
. Please Note --> This is a Past Event!! .

Date: 6/20/2018
Time: 12:00 PM TO 1:00 PM

7910 Woodmont Avenue
Suite 1204
Bethesda, MD 20814

(301) 652-4900

Event Description:

Lunch & Learn: The Best Investment Advice You’ll Never Get

Do you have a strategy for growing your savings?  Many people feel intimidated when it comes to investing, but a little education can empower you to make better financial decisions.  Join Rebalance IRA Managing Director Scott Puritz as he explains the key drivers of investing success. He’ll share a science-driven approach to investing that is smarter and safer than the one used by traditional Wall Street firms.

You’ll learn:

  • The most effective strategy for increasing your savings with low risk
  • How to establish the right investment mix
  • Why hidden fees are the Achilles heel of many investors


When: Wednesday, June 20, 12-1 pm

 Where:  Greater Bethesda Chamber of Commerce Board Room

RSVP:  Lunch will be provided. Space is limited. To register, please email Laura Long at


About the Presenter:

 Rebalance IRA Managing Director Scott Puritz is a nationally recognized financial expert who is at the forefront of a growing movement to provide consumers with a better, more transparent way to invest, including lower fees and endowment-quality, globally diversified portfolios. A graduate of Harvard Business School, Puritz has been featured in the New York Times, the Wall Street Journal, NPR, Forbes, and PBS and has testified before the U.S. Senate on new rules designed to make retirement investing safer for all Americans.

 As a national firm headquartered in downtown Bethesda, Rebalance IRA offers clients sophisticated investment advice and the personalized treatment provided by exclusive wealth management firms, for a significant cost savings. More information is available at


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