The Roof Of A Financial Home  
     
 

Understanding the financial marketplace is important when completing a financial home. We will define and explore different investment vehicles, the four traps that the average investor can fall into. We also have to look at risk management, self insurance and creating an exit plan to take into account all aspects around us.

 
     
  THIS WORKSHOP IS A PART OF THE BUILDING A SOUND FINANCIAL HOME . CLICK LINK TO VIEW DESCRIPTION OF THE SERIES.  
     
COURSE DATES :

Wednesday, December 19

COURSE TIMES : 9:00 a.m.-Noon
Course Objectives :

Participants will:

Learn how to understand the financial marketplace
Explore different investment vehicles
Look at the four traps that investors can fall into
PRE-REQUISITES : None

INSTRUCTOR : Kate Clayton-Jones
>View instructor bio

WHO SHOULD ATTEND : Open To All LOCATION : Campus Center 804-08
REGISTER NOW! ENROLLMENT LIMIT : 25
Please call 413-545-1787
 
 
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