Workshop: Women & Investing

image courtesy Flying Minute Men
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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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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.

Cancellation policy