Ready to take your financial knowledge to the next level? Our two-part virtual workshop, “Understanding Investments, Part 1 & 2,” is designed for women who are ready to move beyond the basics of financial literacy and dive deeper into the world of investing. As one of the six core areas of financial planning, investment management plays a critical role in building long-term financial security.
In this advanced workshop series, you’ll gain a strong foundation in key investment concepts such as the stock and bond markets, asset allocation, and portfolio diversification. We’ll break down the differences between passive and active management strategies, explore common retirement vehicles, and highlight important tax considerations that can impact your investment outcomes.
This course is ideal for those who already have experience with budgeting and saving, or who have completed our “Keys to Financial Success” workshop. Through real-world examples and expert guidance, you’ll learn how to make informed decisions that align with your financial goals.
By the end of this series, you’ll be equipped with the tools and confidence to begin managing your investments with greater clarity and purpose. Join us and take a proactive step toward building lasting wealth and financial empowerment!