Beyond Budgeting: Building Confidence to Start Investing | Online

About this event

Investing can feel like a scary thing to dive into, especially if you have no idea where to start. Luckily, it's become easier than ever now to start investing, even with a few dollars. You just need to know a few key terms and big concepts to understand what you’re investing in and how you want to start.

In this workshop, we will show you some investment basics to get you going, including some of the jargon that you'll see thrown around, as well as how to tie your investments to your goals and which types of investments and companies to consider based on your needs and comfort level.

Takeaways

You Will Learn:

• How to create a savings plan that includes investing regularly
• The basics of investing in the stock market, including stocks, bonds, ETF's, mutual funds, and proper asset allocation
• The companies/products to start investing with based on your individual needs, tolerance for risk, and goals
• The growing Socially Responsible Investing (SRI) movement, what makes it different/the same as other investments, and if it’s something to consider for your portfolio
• About your 401k/403b, pension plan, traditional IRA, Roth IRA, SEP IRA, where and how to open these accounts, and how to invest with them