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Building Generational Wealth Series: Investments

September 9, 2023

10:00 am — 12:00 pm (AZ Time)
 

Light breakfast is provided!

Fresh Start is thrilled to launch an inaugural series focused on equipping women with the practical knowledge they need to start building generational wealth! Generational wealth is essential to break generational cycles of poverty and create a long-lasting legacy of security.

This series focuses on three topics: Life Insurance, Investments, and Home Ownership.

About the Series:

  • Six (6) workshops
  • In-Person and online attendance options
  • Offered in English and Spanish
  • Light breakfast provided to all in-person attendees
  • Workshop dates run from August through November
  • Held on Fresh Start Campus

 

Workshop Description – Bagels, Coffee, & Investments

 

ENGLISH: Financial Planning covers 6 areas of concentration. Investment Management being one piece of the puzzle. Learn about the Stock and Bond Markets, Asset Allocation, Portfolio Diversification, Passive and Active Management, Retirement vehicle, Tax considerations, and much more in this two part series. This is an advanced course and it is strongly encouraged that you come in with knowledge in basic budgeting and savings tools.

SPANISH: La planificación financiera cubre 6 áreas de concentración. La gestión de inversiones es solo una pieza del rompecabezas. Aprenda sobre los mercados de acciones y bonos, asignación de activos, diversificación de cartera, gestión pasiva y activa, vehículos de jubilación, consideraciones fiscales y mucho más en esta serie de dos partes. Este es un curso avanzado y se recomienda que venga con conocimientos en herramientas básicas de presupuesto financiero y ahorros.

 

For virtual options please click on the dates below to sign up:

October 4th *Virtual: Investments Part 1 (ENG and SPANISH)

October 5th *Virtual: Investments Part 2 ( ENG and SPANISH)