Investing 101: Back to the Basics

Event detail
 

Learn how to create a portfolio strategy that works for you. This seminar will introduce you to the fundamental investment principles you need to build and manage a successful portfolio in today’s markets. You will learn how to establish time horizons, measure returns and performance, understand asset classes, assess asset allocation and diversification, and more. Whether you’re new to investing or would like to review the basics, this class will help you plan your next steps. Bring a calculator to class. No prior experience necessary.

Presenter: Janet L. Campbell, CEP/CFA

Upcoming Events

Home Preparedness in Earthquake Country
Saturday, August 23, 2014
Mission Bay, Mission Bay Program Room
Care Options for the Elderly
Saturday, August 30, 2014
Mission Bay, Mission Bay Program Room

Upcoming Classes

Heart/Mind Meditation
Tuesday, August 26, 2014
Richmond/Senator Milton Marks, Richmond Meeting Room
Conversational English Language Group
Tuesday, August 26, 2014
Portola, Portola Meeting Room
Conversational English Language Group
Tuesday, September 2, 2014
Portola, Portola Meeting Room

More related classes

Take our survey