Investing Fundamentals


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

10/7 - 10/14/14

N/A

2

Thursdays

6:00-8:00 PM

Tom Meyer

Hammond

10/9 - 10/16/14

N/A

  

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