Investing: A Short Guide for the Perplexed

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Taught by Stephanie Genkin, CFP®, CFT-I™ CDFA®

Stephanie Genkin is an independent fee-only CERTIFIED FINANCIAL PLANNER™, Certified Financial Therapist (CFT-I™), Certified Divorce Financial Analyst® (CDFA®), and Certified Life Coach. She completed advanced matrimonial mediation training and is currently focusing on the financial transition certification (CeFT®). Stephanie earned a graduate certificate in Financial Life Planning from Golden Gate University, where she is currently an adjunct instructor.  Previously, she was a senior television news producer at CNN covering business, economics, and personal finance. Her career explaining complicated money issues began when she landed a gig at CNNfn and she's been hooked ever since.  Stephanie earned a Certificate in Financial Planning from NYU and is an adjunct instructor at NYU's School of Professional Studies, Department of Finance & Law. She is a member of the Financial Therapy Association and the National Association of Personal Financial Advisors (NAPFA)  and is frequently quoted in the media (Yahoo! Finance, USA Today, Forbes, New York Magazine, Glamour, MSN Money, AARP, and others) on personal finance issues.

 

stephaniegenkin.com

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Mystery, misconception and fear about the stock market leave many would-be investors on the sidelines.  Putting your hard-earned income or inheritance in a savings account may feel "safe" but leaving it all in cash could undermine your ability to reach some of your biggest financial goals in life, like buying a home, paying for your child's college education, achieving financial independence and retiring in comfort.

This class will help you understand: 

  • the purpose and benefits of investing
  • the difference between stocks and bonds
  • understanding how risk is managed through asset allocation
  • why being a "lazy" investor is good
  • how to survive tough markets

This jargon-free class is appropriate for beginners as well as those with some investing experience

Cancellation policy