« All Events

  • This event has passed.

CREW PBTC Workshop – Beginner’s Guide to Investing (Members Only)

November 6, 2025 @ 11:00 am - 1:00 pm
11.6.2025 Crew Pbtc Workshop Beginner Guide To Investing Featured Image

Join us for a workshop to look at personal investing such a why we invest, understanding investment choices, managing investments, 401(k) plans and much more. Our workshop guide will be Stephen Shavers who is a financial Advisor with Merrill Lynch and has been in the financial industry since 2013.

Date: Thursday, November 6, 2025
Time: 11 a.m. – 1 p.m. (Lunch Will be Provided)

Key Topics Include:

  • Why we invest
  • Understanding investment choices
  • Managing investments
  • 401(k) plans and long-term financial goals
  • Key actions to consider

Speaker:
Stephen Shavers, Financial Advisor, Merrill Lynch
Read Bio

Parking will be in available visitor parking in the garage on level 1 and 2. Validations will be available.
Go to level 3 (Lobby level) from parking garage. Will provide QR codes to access the elevators and 6th floor. Lobby attendant will be available to assist. Will be directed to the large conference room.

Bank of America, Esperante Building
222 Lakeview Avenue, Suite 601, West Palm Beach

Members Only
Members $25 – Early Bird Member Fee (Through October 23rd)
Members $35 – Regular Member Fee (Through November 4th)
Members $45 – Walk-In Member Fee (If not sold out)

Register: Register Here

Details

  • Date: November 6, 2025
  • Time:
    11:00 am - 1:00 pm

Venue

  • Bank of America, Esperante Building
  • 222 Lakeview Avenue, Suite 601
    West Palm Beach, FL 33401 United States     + Google Map

Payment/Cancellations/Refunds:
CREWPBTC is a 501(c)6, not-for-profit professional organization that relies on the integrity of the commercial real estate professionals who attend and benefit from our events to meet their commitments. By registering for this event, you are indicating you will pay the required fees. Registration fees are nonrefundable but are transferrable to another member for that event by contacting pbtc@crewnetwork.org. Some exclusions apply.

Photo Waiver:
By registering for CREWPBTC events, you are giving permission for CREWPBTC to use any photographs or videos taken at the event on its website or in promotional materials without compensation. You understand that CREWPBTC owns all photographs and videos taken at the event.