Half Moon Bay In-Person Lunch Meeting. Speaker: Kellie Morlock

Topic: Rules of the Road - Investing Basics - 10 "Rules of the Road" - principles of investing that can help you achieve your goals & avoid common investing mistakes.

About Kellie:

Helping others has always been at the heart of what I do. With more than 20 years in financial services, including over a decade at Edward Jones and 10 years as a mortgage professional, I’m passionate about helping individuals and families navigate their financial journeys with confidence.

A UC Berkeley graduate with an MBA from USC Marshall School of Business, I bring a broad perspective shaped by living and working in communities throughout California. Having called Half Moon Bay home for over 20 years, I value building meaningful relationships and making a difference in my community.

Outside of work, I serve as board president of Living Jazz, sing with the Oakland Interfaith Gospel Choir, cheer on Cal football, and enjoy skiing and Coastside living.

Money, music and meaningful connections are what make my life flow. Let’s work together to bring harmony to your financial life.

IMPORTANT MEETING INFORMATION:

• If you need to cancel, kindly do so by January 11 at 12:00 PM. Late cancellations and no-shows will be responsible for reimbursing the lunch cost.
• Please cash or a check payable to the restaurant. No credit cards, Venmo, PayPal or Zelle
• Lunch is $40 per person