Fundamentals of Investing 101 and 102


*This event is exclusively for AdviceOne clients

Join us for an evening or two to learn everything you always wanted to know about investing but were afraid to ask!

Presented by Michael Grossman, CFP®


Fundamentals of Investing 101

Get a better understanding of the very basics of stocks, bonds, and the stock market.

Topics include:

  • What is a stock?
  • What is a dividend?
  • The difference between value and growth
  • Large Cap, mid cap, and small cap companies
  • What is a bond?

 

Fundamentals of Investing 102

Learn about the different types of accounts that exist along with the rules associated with each one. You will also gain an understanding of diversification is and why it is so important.

Topics include:

  • Types of qualified plans
  • What is an IRA vs. Roth IRA?
  • Non-qualified plans
  • Capital gain
  • Diversification

 

We hope you'll take advantage of these informative discussions.  Space is limited, so we recommend you reserve your place today.

 

 

Live Discussion

6:30-8:30pm - Glastonbury, CT

Check back soon for upcoming dates!

 

 

 

 

     

 Webinar

3-4:30pm EDT- via Webinar

Check back soon for upcoming dates!