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Investing 101: Building Wealth From Where You Are

September 23 @ 12:30 pm – 1:30 pm

What You’ll Learn

▶ How investing actually works, including stocks, bonds, mutual funds, ETFs, and index funds in plain English

▶ How to know if you’re financially ready to start investing, and what you may want to put in place first

▶ How to start investing with a small amount of money, even if you don’t have thousands of dollars to invest

▶ The relationship between risk and return, and how to think about the level of risk that’s right for you

▶ Why diversification matters, and how it can help reduce investment risk

▶ How compound growth can help build wealth over time, and why starting sooner can matter more than starting with a lot

▶ The difference between retirement accounts and regular investment accounts, including 401(k)s, IRAs, Roth IRAs, and brokerage accounts

▶ Common investing mistakes beginners make, from chasing hot stocks to trying to time the market

▶ How to create a simple investing strategy based on your goals, timeline, and financial situation

For the marketing graphic itself, I’d narrow this to five bullets so it doesn’t become crowded:

In this workshop, you’ll learn:
• Investing basics, without the jargon
• How to start investing with what you have
• Stocks, bonds, ETFs, and index funds explained
• How risk, diversification, and compound growth work
• Simple steps to build your first investing strategy

SAVE YOUR SEAT

Free

Total Alignment Charitable

Investing 101: Building Wealth From Where You Are