Financial Workshop
Resident Event
Do you have the information you need to make decisions about your financial goals? At our financial workshop, you'll learn key principles of saving and investing, as well as learn specific strategies to help you reach your long term financial goals. You may attend one or as many classes as you wish. - 4 weekly classes
Hosted by: Taylor Navel, Edward Jones
WEEK 1 - Oct. 16
- Stock Basics
Common and Preferred Stock
Capital Appreciation and Dividends
- Investment Strategy
Quality
Diversification
Long-Term Perspective
- Other Ways to Own Stock
- My Action Plan
- Glossary
- Dividend Growth Matters
- Basics to Stock Investing Reading List
Books
Websites
Mobile Apps
WEEK 2 - Oct 23
Bond Basics
Mutual Funds
Exchange Trades Funds
Digging Deeper into Stocks
Week 3 ********everyone's favorite class! - Oct. 30
Building Your Personal Portfolio
Understanding Risk
Advanced Investment Strategies
Week 4 - Nov. 6
Continued Advanced Investment Strategies
Thursday • October 16
6 pm - 7:30 pm
3400 Harvest Corner Drive
Richmond, Texas 77406
Richmond, Texas 77406
Participant accepts and assumes all risks and liability for any injury or damage, however caused, arising from participation in this event. Participant hereby releases and discharges the event sponsor, its officers, employees, affiliates and agents, from all claims, liabilities, damages, losses, and expenses, including attorney's fees, relating to such participation.