NEW! Foundations of Investing

NEW! Foundations of Investing
1 session, 2 hours

Foundations of Investing is a short course geared to people who want an overview of investing, including key terms, investment types, and reading a mutual fund prospectus. Foundations of Investing covers the basic features of bonds, stocks and mutual funds, and the importance of proper asset allocation.

Instructor: Paul Buck is a licensed financial advisor with 10 years of experience in the industry. He currently works through Edward Jones. He had several leadership roles in the company including mentor, recruiter and level coach. In those functions, Paul has presented on a variety of topics to groups as small as 5 and as large as fifty. In addition, Paul has delivered multiple educational workshops regarding finances in community settings.

ILR438  Foundations of Investing
4-Digit Number: 5664
Thursday, 6:30 p.m. – 8:30 p.m., 12/14/17
Location: Conference Center (E Building) /E104
Fee: $19

 

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