MONEY 101: Investments

Event description

Calling all entrepreneurs - in this segment, learn how to allocate your money appropriately in cash, stocks and bonds, how to do fund research using Morningstar, retirement planning and understanding 401K fund choices. At the end of the segment, participants should be able to select investment funds to match their needs.

OVERVIEW

Do you want to take the “Fear out of Finance?” Enroll in Money 101, a five-segment financial literacy program conducted by Diane Drey, a certified SCORE mentor. Experienced financial planning and marketing expert Diane Drey will start with basics and take you through ways to manage money more effectively, make the right financial decisions and plan for the future.

Segments include 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.

WHAT YOU WILL LEARN

At the end of this INVESTMENTS course, you will be able to:

• 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
• SEE SESSION DETAILS

RULES OF THE ROAD

BEFORE YOU REGISTER, please be certain you can:

1. Attend all 5 sessions in the course. This represents a commitment to yourself and others in the group
2. Work in front of a full-screen computer, allowing screen sharing in a quiet area to allow you to concentrate
3. Agree to complete pre-work before each session. Optimizes your learning experience by enabling you to discuss concepts and examples with your peers and instructor. Pre-work should take approximately 2 hours before the second, third, fourth and fifth sessions.
4. Use a calculator or application if needed to make math calculations.
5. Complete the PRE-CLASS Questionnaire upon enrollment. The Questionnaire helps assess your current financial knowledge so sessions meet your needs. You will receive the link to the questionnaire AFTER enrollment.
6. This class requires 90 minutes of homework each week so plan accordingly.

REGISTRATION

The Investments course is the third segment of the Money 101 program.* The course includes five interactive 2-hour Zoom sessions. 

DATE & TIME: Wednesdays, April 2, 9, 16, 23, and 30, 2025

DURATION: 4:30-6:30 pm Eastern Time

FEE: For all 5 Investment sessions: $125

EARLY BIRD PRICING $100 if you register on or before March 24, 2025!

Registration is limited to keep the classes intimate. Sign Up Now!