Investing basics: Build your financial future - Online

Curious about investing but not sure where to start? This workshop breaks down the essentials of investing to help you take charge of your financial future. Learn why investing matters, the different types of investors, and how to identify your risk profile and targeted returns. Explore key investment asset classes, from stocks to bonds, and uncover strategies for building and managing your own investment portfolio.

You’ll also learn how to evaluate your investments and adjust when needed. Plus, we’ll dive into current investment trends like crypto, NFTs, and robo-advisors to help you stay informed in a rapidly evolving financial landscape. Whether you’re just starting out or looking to refine your approach, this session will give you the tools to invest with confidence!

Facilitator: Jay  Kamlia, CPA, CIM, MBA, Wealth Advisor