Workshop: Women & Investing
Taught by Stephanie Genkin, CFP®, CDFA®
Stephanie Genkin is an independent fee-only CERTIFIED FINANCIAL PLANNER™, Certified Divorce Financial Analyst® and Certified Life Coach. 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 is frequently quoted in the media (Yahoo Finance, USA Today, Forbes, Glamour, MSN Money, AARP and others) on personal finance issues.
Stocks enjoyed a banner year in 2013 with returns above 20%. But Wall Street jargon and fear of not understanding risk continues to prevent many smart women from investing their hard-earned income. In this 3-hour workshop, we'll break it all down.
The first part of class will focus on the basics -- stocks, bonds and mutual funds, various benchmarks like the Dow and S&P 500, risk vs reward, expense ratios and asset allocation.
In the second section, we'll break into small groups and give you a chance to design a portfolio.
In the final part, each group will present their portfolio to the class explaining why they chose those assets. Time will be given at the end for Q & A.
This class is for anyone trying to figure out how to get started investing in a 401k, IRA, 529 college saving or taxable account. No prior knowledge of investing is required. Beginners are enthusiastically encouraged to attend. Everyone is welcome.