Small Group Coaching and Workshops

Upcoming Events The ABCs of Investing Four Thursdays, starting January 12, 2012, 7–9 p.m. Index Fund Investing Five Wednesdays, starting February 1, 2012, 7–8:30 p.m. The ABCs of Investing Four Wednesdays, starting March 21, 2012, 7–9 p.m. Bond Basics Tuesday, March 27, 2012, 7–9 p.m. How to Check Out a Stock Four Wednesdays, starting April 25, 2012, 7–9 p.m.

A financial coaching workshop designed especially for your investment group or club is a fun and affordable way for you and your friends to learn the basics—and go beyond.  Recent small group workshop topics include:

• Making the most of your retirement plan
• Secrets in your mutual fund prospectus
• The best of the Web: an introduction to financial planning and investment resources online
• Using your public library for investment research
• Investors roundtable: weekly stock research workshop

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