October 19, 2011 – Retirement Workshop part 1
A great event with a lot of material! These should help you remember:
October 12, 2011 – Finance Professionals presentation
We had a good crowd for our finance professionals event, and a lot of great material was presented. Too much to remember, right? (and we told you that you didn’t have to take notes…)
So, here’s the materials from the event:
- Dan Ford’s Finance Professionals Powerpoint – check out the 10 questions you should ask your financial advisor before you hire them.
- Ellen’s Value Line Powerpoint
July 20, 2011 – Continuing your investment journey
- The best way to learn is by doing. And the best way to master something is by doing it over and over – in other words, practicing. This is the theory behind Wall Street Survivor (WSS), an online investing simulator that allows you to “invest” without the fear and lack of confidence that often accompanies a new venture. At our July MWFW event, we introduced WSS to the participants, followed by an email invitation to take part in an investment “contest”. To participate in this contest, follow the instructions here (if you did not receive an email invitation, request one from Ellen (EHawkins@curtislibrary.com) ; or go to WSS and open an individual account to practice on your own. Either way, you will “get” $100,000 to invest with, and have full access to all of the features at WSS. Try it and have fun with it! If you have questions, contact Ellen or Martin (MBlasco@curtislibrary.com).
June 16, 2011 – Starting Out In Investing materials
- Starting Out In Investing Powerpoint presentation
- Website with information on Treasury Securities/U.S. Bonds
- Check out the costs of a mutual fund with FINRA’s fund analyzer
- How to read the tables for stocks, bonds, etc.
June 2, 2011 – Buying Your First Car materials
- Buying Your First Car Powerpoint presentation
- Federal Trade Commission’s Consumer Protection guide to buying a used car
- Town of Brunswick motor vehicle registration
May 18, 2011 – Financial Wellness materials
See what CNN’s Money pinpoints as the 10 biggest money wasters (including items such as gourmet coffee and ATM fees).
Katy mentioned an article about the perfect portfolio for a wide array of ages, genders and life circumstances.
Here’s where to find out about the high(er) yield American Express savings account.
Here’s where to get your free annual credit reports.