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      Investing 101- Learn How to Invest Like a Pro in Newbury Park

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      July 27, 2019

      Saturday   9:00 AM

      495 North Ventu Park Road
      Newbury Park, California 91320

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      Investing 101- Learn How to Invest Like a Pro

      GREAT FOR PARENTS AND KIDS!!! This one day workshop is designed for anyone who knows little to nothing about investing and wants to understand how investing works, what the principles are of a good investment strategy, how a financial advisor creates a portfolio for clients and how to leverage the internet and online tools and apps to facilitate all this.  In the first part we will explain the characteristics, structure, fees and tax-efficiency of stocks, bonds, mutual funds, exchange traded funds (ETFs), options, real estate.  We will also discuss the power of compounding, diversification, trading versus investing, valuation and other aspects of how to make money grow. In the second part attendees will learn how to use readily available online tools to create a custom portfolio for themselves and do some basic financial planning. We will examine several robo-advisors and discuss how one can take advantage of what they offer.  Attendees should bring a laptop or tablet. Coffee, tea, water and snacks will be provided. 

      Categories: Other & Miscellaneous

      Event details may change at any time, always check with the event organizer when planning to attend this event or purchase tickets.