Grizzly Guide to Wealth: Webinars
Files
Download Webinar (150.5 MB)
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Date Recorded
7-2023
Run Time
1:00:29
Description
The Grizzly Guide to Wealth Webinar Series allows Ursinus alumni who work in the financial industry the opportunity to provide financial education to their fellow alumni, students, and Ursinus faculty. In this webinar, we discuss how compound interest works as it relates to investing, how young adults can start investing for their future, how different age groups differ in their investing journeys, and how we can help break the stigma around investing.
Guest Name
Ed Lambert, CRPC
About the Guest
Ed Lambert is an Ursinus College alumnus, class of 2001. Ed has been a financial professional for more than 20 years and founded Birch Run Financial in 2012, where he offers financial planning and advising services to his clients. In 2021, he was named to the Forbes Best-In-State Wealth Advisors list, for his approach in guiding clients through their financial journey.
Keywords
financial literacy, investments, compound interest, stock portfolios, bond portfolios, diversification, Roth IRAs
Disciplines
Finance and Financial Management
Disclosure
For educational purposes only. George Psaradakis and Edgar Lambert are not associated with Ursinus College in a professional capacity. Ursinus College does not provide investment, tax, or related advice. See episode for complete disclosure information.
