To celebrate our 50th year in business, we are offering our client education program — free to the public. DollarSense offers self-paced, microlearning programs: Investing Essentials and Money Matters. To view the full video playlist, click here.
MONEY MATTERS
Money Matters covers an array of essential budgeting topics, from goal setting and risk management to understanding taxes and retirement planning.
Through a series of six videos and activities, participants will gain insight into managing their day-to-day budget effectively. Whether you’re looking to improve your financial literacy or brush up on some key concepts, Money Matters has something for everyone.
Investing Essentials
Investing Essentials is designed to provide a fundamental overview of investing. It covers topics from stocks and bonds to asset allocation and the impact biases have on decision-making.
Through six engaging videos and activities, participants will learn or be reminded of the foundational concepts of investing for individuals and institutions.
meet your team
Krystal Daibes Higgins, CFA
Senior Vice President
Equity Research and Portfolio Management
Samantha Pahlow, CTFA
Wealth Management Chair
Executive Vice President
Jason Norris, CFA
Director
Equity Research and Portfolio Management
Emilie Ma
Lead Marketing Specialist
Communications and Events
Charissa Anderson, CFP®
Executive Vice President
Portfolio and Wealth Management
West Bearing Investments
Nathan Ayotte, CFP®
Principal
Portfolio and Wealth Management
Mary Faulkner
Executive Vice President
Branding and Communications
Tyler Conroy, CFP®
Vice President
Wealth Planning
Disclosure: This educational program is currently available only to clients of Ferguson Wellman and West Bearing. This material is for educational purposes only. It does not constitute investment advice and is not intended as an endorsement of any specific investment. Statements of future expectations, estimates, projections and other forward-looking statements are based on available information and Ferguson Wellman and West Bearing’s views as of the time of these statements. Ferguson Wellman and West Bearing do not provide tax, legal, insurance or medical advice. This material has been prepared for general educational and informational purposes only and not as a substitute for qualified counsel. You should consult qualified professionals to understand how this information may, or may not, apply specifically to you.