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Announcement

Upcoming Arta Talks

Announcement

August 31, 2024

Learn to level up your finances.

We regularly host info sessions via Zoom for anyone curious about Arta or already part of the family. It's your chance to pick the brains of our experts in real time during a live Q&A. No question is too big or too small, and everyone is welcome.

To access members-only sessions, create your free Arta account and register via the calendar on your web app home screen.

September 2024 Schedule

Date & Registration Link

Topic

September 11, 2024 (Wednesday)

12pm PT / 3pm ET Register Here

Welcome to Arta: An Introduction

Join us for our new bi-monthly tour of the platform with the Arta Membership Team! We’ll give you an overview of Arta’s mission, demo the app and latest features, and answer all your questions live.

Can’t make it at this time? Click here to schedule a private “Welcome Session” with a member of the team.

September 17, 2024 (Tuesday)

4pm PT / 7pm ET Register Here

Introduction to Investing in Private Markets

If you've already mastered the basics of personal finance—maxing out your retirement contributions, avoiding bad debt, and building a solid emergency fund—you might be wondering what’s next. Our upcoming info session, “Introduction to Private Markets Investing,” is designed for members like you who are ready to explore new opportunities.

Join us as Tracy Gallagher, Head of Private Markets, walks you through the essentials of getting started with private funds. This session will cover everything you need to know to take your first steps into private market investments. Plus, you'll have the chance to ask Tracy your questions directly during an open Q&A.

September 24, 2024 (Tuesday)

4pm PT / 7pm ET

Register Here

Post-Fed Rate Chat: What does this mean for your cash strategy and investments?

Join our investment experts one week after the Federal Reserve announces their rate decision, where we will dive into what this means for your cash strategy and investments. Whether you’re looking to preserve value or invest in new products, this event will provide actionable insights you need to stay ahead. We look forward to seeing you!

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Important Disclosure Information

Arta Finance Wealth Management LLC ("Arta") is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Arta’s affiliates include Arta Finance Insurance LLC which offers insurance brokering services, and Arta Finance Club which offers tax and estate planning educational services. Clearing and custody of all securities are provided by Pershing LLC. For additional disclosures related to Arta, please visit https://artafinance.com/legal-privacy-terms.

The information displayed on this website is for informational purposes only and is not an offer or solicitation to purchase or sell securities. Arta Finance believes information presented is accurate at the time of publishing, but may not be updated regularly. Investing involves risks, including the potential for principal loss. Past performance is no guarantee of future results.

The investments discussed herein may be unsuitable for investors depending on their specific investment objectives as well as financial and tax position. Investors should independently evaluate each investment discussed in the context of their own objectives, risk profile and circumstances before deciding to invest with Arta Finance. There is no guarantee that the strategies and services offered by Arta Finance will be successful or outperform other strategies and services. Investors should seek the advice of a tax professional before making any investment. All opinions expressed herein constitute the author or quoted individual(s)’s judgment as of the date of this document and are subject to change without notice. Registration with the Securities and Exchange Commission (SEC) as a registered investment adviser does not imply a certain level of skill or training.

Statements made are not facts, including statements regarding trends, market conditions and the experience or expertise of the author or quoted individual(s) are based on current expectations, estimates, opinions and/or beliefs. Opinions expressed by other members on Arta Insider should not be viewed as investment recommendations from Arta Finance. Endorsements were provided at the request of Arta Finance. Arta Finance is not affiliated with and does not purport to own or control any third-party content linked herein.

See important disclosures here.

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