Basic Personal Finance & Investing
- Thursday, July 25, 2013, 6 p.m. to 7:30 p.m.
- Douglas County Senior Center, 745 Vermont St, Lawrence
- Cost: Free
- Age limit: 18+
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.]