How to Start Investing - Even if You've Never Done it Before
27

Tuesday, 27 February

6:30 8:30 pm EST

GA NYC (Manhattan), HQ

902 Broadway, 4th Floor
New York, NY 10010
FREE!
Regular Ticket

In Partnership With:

Brunch & Budget logo
Wealthsimple logo

Questions? Read our FAQs

How to Start Investing - Even if You've Never Done it Before

Pam Capalad Photo


Founder & Financial Planner, Brunch & Budget

MC Dyalekt Photo


MC & Hip Hop Educator

27

Tuesday, 27 February

6:30 8:30 pm EST

GA NYC (Manhattan), HQ

902 Broadway, 4th Floor
New York, NY 10010
FREE!
Regular Ticket

In Partnership With:

Brunch & Budget logo
Wealthsimple logo

Questions? Read our FAQs

About This Event

THIS EVENT IS SPONSORED BY WEALTHSIMPLE

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.

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

We are excited to partner with Wealthsimple to bring you this workshop. Their team will be on hand to discuss their platform and why they are a great choice for early investors who want to invest in socially conscious portfolios. They will also provide refreshments and a special one-time offer to everyone who registers for the workshop. Read Wealthsimple’s bio below to learn more.

About the Instructors

Pam Capalad Photo

Founder & Financial Planner,
Brunch & Budget

Hey, I’m Pamela Capalad. I’m a Certified Financial Planner™ and I’ve been in the financial services industry for over 8 years, and spent a lot of those years at wealth management firms (if you’re really curious where, check out my LinkedIn). I'm the owner of Brunch & Budget, where we have a meal and talk about your finances. I'm based in Brooklyn, NY and serve clients virtually across the country.

I'm here to help you get to that place in your life. You know that place. That place where you close your eyes and feel perfectly at peace and energized all at the same time. That place where you know you’re at your best, that you were somehow built for this, this thing you’re doing that you can’t believe you get to spend your life doing.

Life isn’t about cringing every time you run your credit card through a cash register or dodging calls from bill collectors. It’s not about the next paycheck, next rent check, next job, next in line. Life is about finding your why.

So here’s the deal – you have the why, I have the how. Whenever you're ready, I'll be here to help you figure out how to get there.

MC Dyalekt Photo

MC & Hip Hop Educator

Brian ‘Dyalekt’ Kushner moved from St. Croix to New York to study acting and law. He also liked to rap. After witnessing civil rights injustices at the law firm he worked for, he dropped both the job and the law classes, pursuing the arts instead. Performances at the Nuyorican led him to Hip Hop Theater, writing plays that have been performed on stages across the world. He didn’t sleep on the rapping either, releasing music and touring internationally. His first album/one man play Square Peg Syndrome helped him get named to the Public Theater’s Emerging Writer’s Group. He has been a mainstay in NYC’s theater and Hip Hop scenes, rocking everywhere from the Bowery Ballroom to the Oregon Shakespeare Festival.

When Dyalekt was invited to present at a workshop for New York SCORES, a soccer and poetry program in Harlem and the Bronx, his perspective on performance changed. Students are much better audience members than bar patrons, and Dyalekt found he had a natural affinity for facilitation. Hip Hopping with students like he did with MCs in a cypher led to better engagement, grades, and overall attitude toward school than the usual class.

After researching Howard Gardner’s Theory of Multiple Intelligences, Dyalekt designed curricula lining up the elements of Hip Hop with each learning style. Through Hip Hop, or rather, by Hip Hopping, students could assess their learning tendencies and use them to their benefit. Furthermore, the community aspects of Hip Hop show students how to be responsible citizens, peer mentors, and advocates for justice. Dyalekt brought this curriculum, along with his album/play back home to St. Croix, rocking with 17 orgs and over 400 students. They produced 2 books of poetry, an album, and a documentary. He also now teaches teachers how to MC in a classroom.

Dyalekt had been an entrepreneur since his teenage days, and tells his students that the only thing that gets him out of his house before 10am is talking to kids, because he would never make it working on a punch-clock schedule. Since the essence of Hip Hop is making something from nothing, Dyalekt has rapped, written, and performed every freelance gig available to his skill set. He ran rap based Lincoln-Douglas debate/battles to teach youths how to prepare and present at a job interview. He linked up with Pockets Change to help students find freedom in expression, understanding, and finances.

About Our Partners

Brunch & Budget

Brunch & Budget provides affordable financial planning for young professionals. What would you do tomorrow if you knew your money was handled today? Book your first brunch and find out!

Wealthsimple

Wealthsimple is a leading digital investment trusted by over 50,000 clients and manage more than $1 billion in assets in diversified, low-fee investment portfolios. We're on a mission to simplify and automate smart investing to help you become an expert investor, regardless of age or net worth. Our cutting-edge technology helps you earn the best possible return on your money, while also lowering your tax bill. And as a fiduciary, we’re obligated to make decisions that financially benefit you, not us or any other entity.

Refund Policy

We understand that, sometimes, plans change. If you can no longer make it to a class or workshop, please email us at least 7 days before the scheduled event date. No refunds will be given to cancellations made within a week of the class or workshop.

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