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Investing 101: The Need To Know Basics

Boston, MA • May 3, 2018

Learning about personal finance is similar to learning a language. This course will help you evaluate your risk tolerance and understand the basics of investing in securities. Join us!

Thursday, May 3, 2018 6:00 PM - 8:00 PM EDT

Moors & Cabot
111 Devonshire Street
Boston, MA 02108
US

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Learning about personal finance is similar to learning a language. It is easier when young, but it is never too late. This course will help you to evaluate your risk tolerance and understand the basics of investing in securities whether on an individual basis or through funds. The session will address the basics of determining your risk tolerance, asset allocation, and investment choices. It will address how to assess your need for a financial adviser.

Come join us for refreshments and to hear Senior Vice President of Investments, Audrey Daum share content given in her presentation at MIT’s UnConference about Smart Women and Financial Stumbling Blocks. Sample topics to be covered, include:

•Statistics about women and wealth

•What are the various investment options

•When to seek an advisor and why it’s beneficial

•Understanding risk tolerance and asset allocation

•The difference between mutual funds and ETFs

•The power of saving early 



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Full Agenda

6:00 PM  Registration and Refreshments

6:30 PM  Program

7:30 PM  Networking 


Get Introduced to the Women You Should Know

We help our members connect with specific attendees who share their industry and life experiences.

Kristy Wallace
Kristy Wallace

New York, NY

CEO at Ellevate Network

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Maricella Herrera Avila

VP Operations & Strategy at Ellevate Network

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Community Discussion

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Audrey Daum

Please feel free to bring any questions or documents that you have questions about! I want this to be a valuable and practical session! Look forward to seeing everyone. If you have questions ahead of time, my email is adaum@moorscabot.com. Best, Audrey

April 25, 2018

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