Checking accounts, savings, PayPal, Venmo, stocks, bonds, cryptocurrency, EFTs and mutual funds, standard deviation, asset allocation, capital gains – WOW- just a few of the many investment terms! There is a lot of jargon surrounding investments and it can be intimidating! This seminar will cover basic terminology and simple rules to help you build wealth through investing. Clients, please invite your children and grandchildren, high school age and above for an investment learning experience!
Seminars