Investing for Beginners:

Build a Smart Portfolio

 

Workshop Details & Information

What will teens gain from the workshop?

  • What risk really means (and how to avoid losing everything)

  • How diversification reduces risk

  • What index funds and ETFs are and why they’re great first investments

  • How to build a starter portfolio that balances growth and safety

  • How to review and rebalance your investments over time

  • 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.]