Making the complex simple!
January 18. “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 you can use to avoid common investing pitfalls and to help you make better, more-informed investment decisions while you build your wealth within the financial markets.
February 7: "7 Simple Steps to Manage Your Investments."
This presentation teaches an easy-to-follow 7-step process for organizing, coordinating, and managing all your separate investment accounts as one purposeful, overall portfolio. By following these 7 steps you will be better equipped to answer three very important questions about their investments: “what do I own, why do I own it and how am I doing?” Asset allocation, diversification concepts and relevant must-know information is combined with 3 steps to avoid scams and investment fraud to round out this program.
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March 15. "Your Retirement: Boom or Bust?"
Are you nearly 50 years old or better? This real-world presentation is organized to provide direction on how to get control over the management and oversight of your retirement assets. No worn-out generalities or out-dated advice. Instead, you will be instructed on two important themes. 1: how to differentiate between your assumptions about the future and what you actually do know, can know, and therefore control. 2: how to apply an ‘adaptive’ investment strategy that takes into account long-term secular and short-term cyclical market trends and their potential effects on your stock and bond returns during retirement.
Find out what's happening in Noviwith free, real-time updates from Patch.
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Investor Education In Your Community is made possible with funding from the Investor Protection Trust in Washington D.C., through the Michigan Office of Financial and Insurance Regulation, all Investor Education In Your Community courses are non-commercial, free from sales pitches, and available to you through your library – at no cost. Presented by an unparalleled and dynamic speaker who has instructed over 10,000 Michigan residents, you will receive quality information from a trusted source, without the worry that someone will try to ‘sell’ you something. Learning opportunities get no better than this!
