Investing 102

Investing 102
Thursday, September 20, 2018 | 10:00am - 12:00pm

Details:

Investing 102—will be facilitated by Jorgen Vik, Certified Financial Planner and partner with SKV group.  

So you have some money tucked away and it's not making any interest and you're not familiar with investment options.  What types of investments should you consider?  How does your personal situation impact how to invest?  How can you avoid common investment mistakes?  How do taxes, inflation, and investment expenses impact your investments?  Learn all this and more!  

Participants will learn to understand how compounding interest affects investment growth. Tools and formulas will be introduced. The benefits and risks of investing will be examined. 

In this session you will:

  • Learn the relationship between risk and potential
  • Gain an understanding of compound interest, possibly the most underappreciated concept in all of finance
  • Learn how the stock market works, how you can use stocks to invest towards your own goals
  • Learn how to construct and implement an investment plan

This is a free, educational event—NO financial products will be sold.  

(This is an encore of the September 12 session).

 

ABOUT THE SERIES - The goal of the Financial Wellness Series is to help seniors increase their financial understanding, helping them become better stewards of their own resources. Lectures on managing money and investing will be offered free of charge during the summer and early fall. Four-week workshops supporting seniors in planning for retirement will be offered in the late summer and early fall for a $20 fee.

Open to all.

Location:
The Center

Fee: free