Basic Personal Finance & Investing


Event details

In our IRA / 401(k) world, you are responsible for your own financial destiny. Basic Personal Finance & Investing will help you chart that course. The class provides an overview of financial planning considerations, including: financial goal setting; investment options such as stocks, bonds, mutual funds, and ETFs; risk tolerance and capacity; and diversification, asset allocation, and rebalancing of an investment portfolio. While the focus is on saving and investing for retirement, the principles apply to other long-term financial goals, such as saving for a child’s college education. The presentation is relevant to adults of all ages, not just seniors. It is free and open to the public, and lasts about 1½ hours with time for questions.

[Note – July 25th is a rescheduling from the date listed in the Summer/Fall 2013 Activities Guide published by Lawrence Parks & Recreation.]


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