Money 101: Investing

Event description

This 5-session interactive webinar series, led by SCORE NYC mentor Diane Drey, guides participants through ways to manage money more effectively, make the right financial decisions and plan for the future.

It covers essential topics including Foundation, Investments, Taxation, Real Estate, and Money and Life Cycles. Each Segment consists of five two-hour classes. The segments can be taken in any order and are independent of each other. All classes are live on Zoom.

Key Benefits:

• Distinguish between, stocks, bonds, mutual funds, electronic traded funds
• Determine what is the most appropriate diversification strategy for you based on when you will need your money
• Describe the selections and how to make better investment choices for an employer-sponsored 401k plan
• Explain what is a “target date fund” and why it may be your best choice for long-term savings.
• Recognize the importance of an employee match and vesting schedule for a 401k plan
• Differentiate between a Roth IRA and Traditional IRA to enable you to decide which is the best plan for you
• Use a free tool to help you research mutual fund expense ratios, performance, and risk relative to its category
• Identify what questions to ask before making any investment
• Summarize the ways the brokerage community makes money off your investment