Investing Basics

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November  24, 2018 (Saturday)
1:00 pm – 3:00 pm
Ages 14+ (Parents are encouraged to attend)
Cost : $10
@ Wealthy Habits
1200 Ashwood Parkway, Suite 155
Dunwoody, GA 30338


Financial Advisor
Edward Jones

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.

This course will:

Teach fundamental concepts of investing and potential strategies to help build wealth. This course is not intended to sell any future services but instead to give you information and resources.

–  Rules for investing -> develop a strategy, choose quality investments, diversify a portfolio, invest for the long-term and focus on what you can control.

– concepts and practical strategies such as Rule of 72, systematic investing, employer-sponsored retirement plans and IRAs as strategies for saving.

– basic information to help investors evaluate if stocks fit into their overall strategy. Discusses common versus preferred stock, dividends, investment strategy and different ways to own stock.

– A detailed look at the features, benefits, and risks associated with mutual funds as well as a map to mutual fund selection.

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