The strong woman investor
Learn how to develop strategies to become strong investors.
Time frame: 60 mins
Learning objectives for participants
- learn why women are powerful investors
- understand the importance of money habits as they relate to long-term stability and peace of mind
- look at options for managing money and learn about the different investment vehicles
- learn how to assess your situation and plan for your retirement
Outline
- the power of women and investing
- money habits for long-term stability
- considerations to investing – my options for managing money
- finding a professional
- DIY investing
- robo-investing
- other avenues
- different types of investments
- stocks vs. mutual funds vs. ETFs
- tax implications
- planning for retirement
- resources
- Q&A
Questions?
For questions, please email us.
Want a session in your area?
We will provide a CPA volunteer to lead the session with a prepared presentation, activities, handouts and worksheets. Note: If more than one session is needed, please fill out a second form and submit.
Request guidelines
- 12 weeks’ notice needed to setup a session.
- Requests must be submitted by the request deadline.
- If more than five sessions are needed, please contact us directly.
For more information, visit setting up a financial literacy session.