A 6-week Educational Series
Beginning June 11, 2025
This virtual lecture series will be pre-recorded and distributed weekly to participants, beginning June 11. The series will cover the basics of investing, the economy, personal finance, and the role of a wealth advisor, and is great for college-aged students and next-generation investors looking for a refresher on personal finance topics.
Course Syllabus for Summer 2025
June 11 Class 1: The Booms, The Busts, and Their Lasting Effects on Our Economy
June 18 Class 2: Econ Basics - Stocks, Bonds & Alternative Investments
June 25 Class 3: Investing and the Role of a Money Manager
July 2 No Class: Enjoy a break in honor of USA's Independence Day!
July 9 Class 4: Portfolio Construction & Aligning Investments with Your Values
July 16 Class 5: Personal Finance 101 - The Road to Success
Please feel free to share this complimentary course with friends, family, or anyone you think could benefit from this educational series... the more, the merrier!