Young Professionals Investing Basics

  • Tuesday, January 11, 2022
  • 6:00 PM - 8:00 PM
  • The Foundry | Table & Tap, 381 N Shore Dr., Pittsburgh, PA 15212
  • 9

Registration


Registration is closed

Black Calculator beside Coins and Notebook

Join PYP as we gather for our first professional development event in 2022. Spend time networking with your peers before the presentation and stay after to swap investing stories or other life tips. Appetizers will be provided by PYP.

This month’s speaker will be Tracy Johnston, Financial Advisor Associate with Stifel and holder of the CERTIFIED FINANCIAL PLANNERTM certification. Tracy joins PYP in an hour-long workshop to discuss Investing Basics. Learn about the biggest driver of returns and why they are important to your portfolio, different types of investments, and much more. Bring your appetite for knowledge and your questions!

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Tracy Johnston, CFP®

Financial Advisor Associate

Tracy began her investment industry career in 2005 with Smith Barney (a unit of Citigroup Global Markets), and was also with Morgan Stanley and Wells Fargo. She joined Stifel in 2019. Having earned the CERTIFIED FINANCIAL PLANNER™ certification, she has gained in-depth training in developing holistic, value-based, and socially responsible investment strategies for multiple generations of clients. She also emphasizes financial education as part of the wealth management process with clients and their families.

Tracy earned a dual degree in Business Administration and Psychology from the University of Pittsburgh and holds the Series 7, 9, 10, and 66 securities licenses, including the Pennsylvania life, health, and variable insurance licenses (including annuities). A resident of Pittsburgh’s north side, she currently volunteers and mentors with Strong Women Strong Girls. She enjoys spending time with family, friends, and her former agility dog, Max. Her favorite activities include running, cycling, photography, and exploring the great outdoors.

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For your safety and the safety of all our PYP members and guests, we ask you to please review our COVID-19 guidelines before signing up and/or attending this in-person event. We also ask that all attendees comply with the following requirements:

Please stay home if you are sick

Combating the spread of COVID-19 is a group effort. If you or someone in you household is ill, stay home.

***Although we are taking every measure to ensure your safety and the safety of all our event attendees, any interaction with the general public poses an elevated risk of being exposed to COVID-19, and we cannot guarantee that you will not be exposed during the event.***

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