Investing Fundamentals

Investing Fundamentals and Strategies

 

Course Overview:

The course begins with the fundamentals of investments including advantages and disadvantages of stocks, bonds and mutual funds. Use of investment strategies that consider risk management, asset allocation and maximizing tax-deferral are explored. Discover the advantages of IRAs, Roth IRAs, 401ks and other options to help meet your goals. Finally gain insight to the challenges that families may encounter as they pursue building retirement savings and strategies to protect wealth. Attendees will be offered a complementary written financial strategy.


No prior financial planning or investment experience needed.

 

Cost: $50
Materials: Provided
Material Fee: N/A

 

Sessions Available:

Section Date & Time Instructor Location Meeting Dates Holiday
1

Tuesdays

6:00-8:00 PM

Tom Meyer Mandeville 3/18 & 3/25/14 N/A
2

Thursdays

6:00-8:00 PM

Tom Meyer Walker 4/3 & 4/10/14 N/A
           

 

 

 

Register

 

 

   
   

Contact Us

Local: (985) 549-2301

Fax: (985) 549-5078

noncredit@southeastern.edu

southeastern.edu/noncredit

GET DIRECTIONS

SLU 10858

204 Azalea Circle

Mims Hall, Room 222

Hammond, LA 70402

 



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