Fundamentals of Investing 101 and 102


*These events are exclusively for AdviceOne clients

(Everything You Always Wanted to Know About Investing but Were Afraid to Ask!)

Presented by Carlos M. Henriques, CFP®

Join us for an evening or both!

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.

 

 

Fundamentals of Investing 101

Live Discussion

6:30-8:30pm - Glastonbury, CT

Thursday, June 14, 2018

 

 

     

Webinar

3:00pm-4:30pm EDT - via webinar

Thursday, June 14, 2018

 

Fundamentals of Investing 102

Live Discussion

6:30-8:30pm - Glastonbury, CT

Wednesday, July 11, 2018

 

 

     

Webinar

3:00pm-4:30pm EDT - via webinar

Wednesday, July 11, 2018

 

 


Please fill out the form below to register. We look forward to seeing you!