Making the Complex Simple!
February 13. Investing Fundamentals: It's As Easy As 1-2-3 brings you a broad and diverse introductory-level overview of some of the more popular elements that make up the financial markets: exchanges, primary and secondary
markets, stocks, bonds and mutual funds. It also brings insight and common-sense concepts that you can use to avoid common investing pitfalls and to help you make better, more-informed investment decisions as you build your wealth within the financial markets. Optional 1-on-1 private counseling available on a limited basis.
April 30. Estate & Financial Planning: Protect Your Family.
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Do you know why these tools are critical to protect your assets and your family’s future? The need for a well-written IPS (Investment Policy Statement), Will, Living Will and Trust, will be explained – in plain English. Other topics include the planning process, protecting your assets from the rising cost of long-term care, estate tax laws, and planning for special needs.
May 14. How to Invest In A Complex & Agenda-driven World.
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This distinctive ’how to’ presentation brings plain-English instruction on the principles, process, tools and tactics used to structure a purposeful and well-diversified portfolio that takes into account current economic conditions, market trends, interest rates, the credit cycle, political agendas, legislation and corporate sustainability initiatives. This course concludes with attendees participating in structuring a ‘real world’ portfolio based upon a specific set of criteria.
