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Investor Education

Investor education is one of the keys to developing and implementing a successful financial plan.

Christopher Tasik, CFP® is available to speak to your group on a broad variety of financial planning and investment management topics at no cost to the organization.

Please contact him at (615) 861-3020 or click here to email.

Past Events

Managing Your Student Debt
Sponsored by: Connecticut State Dental Association

Financial Planning Day - Event Chairman
Sponsored by: Financial Planning Association of Fairfield County

Creating a Strategy to Pay for Private School and College
Sponsored by: Stamford Public Schools

Creating a Strategy to Pay for Private School and College
Hosted by: Mathnasium, Franklin TN

Money Matters: Surviving in Difficult Times
Your Approach to Money –Money Psychology and It’s Impact on Cash Management and Investment Risk Tolerance
Co-Sponsors: YMCA Darien/Norwalk and the Financial Planning Association of Fairfield County

Tough Questions — Biting Answers!
Jonathan Dahl, Editor, SmartMoney Magazine
Hosted by Darien Chamber of Commerce, sponsored by Tasik Financial Strategies LLC

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