Investing for Beginners:
Build a Smart Portfolio
Workshop Details & Information
What will teens gain from the workshop?
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What risk really means (and how to avoid losing everything)
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How diversification reduces risk
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What index funds and ETFs are and why they’re great first investments
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How to build a starter portfolio that balances growth and safety
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How to review and rebalance your investments over time
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Every student receives a downloadable worksheet:
“Build Your First Portfolio” – Guided questions to design and test your own diversified mix.
Dates & Times
Tuesday November 25
- LIVE two (2) hour workshop via Zoom
- Taught by Wall Street professionals
TIMES:
◾️ 10am - 12pm EST
◾️ 1pm - 3pm EST/10am - 12pm PST
*** Attend ONLY one of the daily sessions
Benefits
- Flexibility to switch to the earlier / later class if your schedule changes
- Expert led, hands-on interactive class (NOT a boring lecture)
- Earn a Certificate of Achievement
- Great extra-curricular activity to list on college applications – Helps students stand out!
- MOST IMPORTANTLY - Valuable knowledge and skills that will serve your teen for life
- [Full refund if cancelled up to 1 week before the start date.]