Join Our Financial Community

Connect with fellow investors, share insights, and grow your financial knowledge through collaborative learning and community engagement.

2.8K+

Active Members

45+

Monthly Events

150+

Discussion Topics

Get Connected

Community Hub

4800 Joslyn Rd
Lake Orion, MI 48359
United States
Direct Line

+1 (205) 239-6851
Community Support

help@cdsbaknvies.com

Upcoming Community Events

July 15, 2025 • 6:00 PM

Investment Fundamentals Workshop

Interactive session covering portfolio basics and risk assessment strategies for new investors.

August 22, 2025 • 7:00 PM

Portfolio Strategy Meetup

Monthly discussion on market trends and collaborative strategy development with community experts.

September 18, 2025 • 6:30 PM

Q3 Financial Review Session

Community review of quarterly performance and planning for the final quarter investment moves.

Join Our Community

Whether you're interested in learning, teaching, or collaborating, we'd love to hear from you and help you find your place in our financial community.

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Weekly investment newsletter and market updates

Event notifications and community meetup invitations

Discussion group updates and forum highlights

Collaboration opportunities and partnership invitations

Tell us about your investment experience and what you'd like to contribute to our community