You learn how to create an effective spending and savings plan for your household, use credit wisely, get out of debt, and plan for your future goals. Basic investment concepts and terminology are covered. Your real-life questions and discussion are encouraged. Inc. Limited to 30. Discussion centers on evaluating advisor qualifications, judging reasonable fees, and recognizing signs of incompetence or fraud.
Students learn about government regulations, consumer organizations, and reliable referral sources.
Salomon Smith Barney Limited to 24. Whether you are single, divorced, or widowed, learn whether you have too much money in cash, whether you should be taking more risk, and whether investing well can help you retire when you want to. Match your investments with your risk temperament, learn how others make choices based on setting their investment priorities, and avoid the common errors in investing. NAIC member Learning to be an investor can be a lonely and anxious experience, but it doesn't have to be. An investment club is a great way to develop a personal investment strategy and increase your capital while you sharpen your knowledge, meet new friends, and have fun.