Description
Participants will gain important skills in analyzing their current financial resources, discover many ways small amounts can be invested in stocks, bonds, and mutual funds, and set up a plan of action for achieving all their financial goals.
Audience
Recommended for those who would like greater knowledge and ability to set up and stick to an investment plan for any and all financial goals.
Materials
Each participant will receive a 45-plus page workbook, which reviews each topic covered, and provides resources and a glossary for future use.
Duration
2 hours
Learning Outcomes
Define three essential ingredients to becoming wealthy.
Review fifteen important wealth accumulation tips.
Improve finances with simple money strategies.
Discover over a dozen ways to find extra money to invest.
Identify how to invest small amounts in stocks, bonds, and mutual funds.
Examine the power of compounding and the value of dollar cost averaging.
Discuss how to buy stocks and bonds directly without broker commissions.
Investigate how dividend reinvestment plans work.
Learn how to form an investment club.
Incorporate fourteen essential tips when making stock selections.
Select mutual funds using five crucial guidelines.
Compare the pros and cons of investing in mutual funds vs. individual stocks.
Evaluate investment risk and return potential.
Utilize an investor checklist to create an investing plan of action.