This 2-hour workshop is designed to provide participants with a foundational understanding of investing and how they can use various investment vehicles to grow their wealth. Whether you’re a beginner or looking to refine your investment strategy, this session will cover the key concepts and practical steps needed to get started on the right track. Participants will learn how to assess different investment options, manage risk, and take advantage of long-term growth strategies such as compound interest.
Topics to cover:
Basic investment terminology (stocks, bonds, mutual funds, ETFs)
How to assess risk vs. reward
How to get started with investing
The power of compound interest
Workshop Goals:
- Demystify Investment Terminology: Help participants become familiar with the fundamental concepts and terms used in investing, such as stocks, bonds, mutual funds, and ETFs.
- Understand Risk and Reward: Teach participants how to assess their risk tolerance and understand how to balance risk with potential returns in order to build a diversified investment portfolio.
- Provide Practical Investment Guidance: Walk participants through the process of getting started with investing, including choosing the right accounts and vehicles, and setting realistic investment goals.
- Leverage Compound Interest: Illustrate the power of compound interest and how early and consistent investing can significantly grow wealth over time.
By the end of this workshop, participants will have a solid understanding of the basics of investing, how to assess their financial goals and risk tolerance, and the strategies needed to start building a diversified investment portfolio that grows over time. This foundational knowledge will empower them to make informed investment decisions and take control of their financial future.
Please be advised that we are not licensed financial advisors, and the information we provide should not be construed as financial advice. All materials, tools, and content shared are intended solely for educational purposes. Our services are grounded in financial education based on personal experience, thorough research, reputable sources, and historical trends. We strongly recommend that you perform your own due diligence and seek guidance from a licensed financial advisor prior to making any financial decisions. While we believe in the value of the products and services we offer, financial education is a dynamic and evolving field. No single resource or perspective should serve as the sole basis for your decisions. It is also important to recognize that financial strategies carry inherent risks, and there is always the potential for financial loss. We encourage you to approach your financial decisions with careful consideration and due caution.
Investing 101: Introduction to Stocks, Bonds, and Mutual Funds Workshop
Each workshop will be hosted via Google Meet for a duration of 2 hours. The participant who booked the workshop can select a convenient time from our available slots on the scheduling calendar.
This purchase includes participation for up to 4 individuals.
The workshop will be structured as follows: 1.5 hours will be dedicated to a live PowerPoint presentation delivered by one of our experienced education instructors. The session will be interactive, with real-life examples to enhance learning. After the presentation, participants will receive the PowerPoint slides along with a one-page resource guide summarizing the key points covered in the session for future reference.
The remaining 30 minutes will be allocated for a Q&A session, where participants can ask questions. Any questions that cannot be addressed within this time frame will be noted, and we will follow up to ensure all inquiries are answered.
Please note that classes may be recorded. If you prefer not to be recorded, kindly inform us in advance.
