Lunch & Learn: Retirement Investing 101

Lunch & Learn: Retirement Investing 101 | Member-to-Member Education Series
. Please Note --> This is a Past Event!! .

Date: 3/14/2018
Time: 12:00 PM TO 1:00 PM

The Greater Bethesda Chamber of Commerce
7910 Woodmont Avenue
Suite 1204
Bethesda, MD 20814

(301) 652-4900

Event Description:

Lunch & Learn: Retirement Investing 101

Does the recent stock market volatility have you worried about your retirement savings? Scott Puritz, Managing Director of Rebalance IRA, will show you how to make more money with less risk so you can grow your savings and retire with more


You’ll learn about:

• Index investing, and why it has proven to be the most effective strategy for increasing savings with low risk
• Why hidden fees are the Achilles heel of most retirement investors
• Key questions to ask a financial adviser to ensure that they are acting in your best interest    

Armed with an understanding of these concepts, you’ll feel empowered to rescue your stranded 401(k)s and make decisions that will help you retire with more.

When: Wednesday, March 14, noon-1 pm

Where:  Greater Bethesda Chamber of Commerce Board Room



RSVP:  Space is limited. To reserve a seat, please email Laura Long at

About the Presenter

Scott Puritz is the Managing Director and Co-founder of Rebalance IRA and a nationally recognized retirement investing expert.  He is at the forefront of a growing movement to provide consumers with a better, more transparent set of retirement investment options, including lower costs, “endowment-quality” globally-diversified retirement investment portfolios, and systematic rebalancing.

Scott has been featured in the New York Times, Wall Street Journal, NPR, Forbes, and PBS. He testified before the U.S. Senate on new rules designed to make retirement investing safer for all Americans.

Rebalance IRA has offices in downtown Bethesda and Palo Alto, CA. More information is available at


The seminar will take place in the Chamber's Board Room.

Need more information?  
If you need more information about this event, please complete the fields below:
Your Email Address:

Your Name:
Question / Comment:

For general inquiries email us at:



Event Location Map
Current Weather


Your Email Address

Remind me    day(s) prior to the event date.