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Upcoming Events



Investment Basics Series IV: How to Set and Meet Investment Objectives

Get started on a program of lifelong investment success by understanding investment objectives - without them, results are random. We’ll review how to set your own objectives so that you can meet your personal goals through saving and investing.  A special focus will be planning for retirement – no matter your age, when setting investment objectives, it helps to realize that you are either a future retiree or a retiree.

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Investment Basics Series V: Research Tools

Once you've identified your goals and created a plan, you can use research tools to develop a screen to select investments that meet your needs. An aggressive screen would be different from that of a conservative investor who wants to sleep at night. In this presentation, we'll take a look at how you can use tools to find stocks, bonds, and mutual funds you may want to buy when the timing is right. We’ll focus on library resources and others that you can access online with a subscription.

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Non-Profit Insight II: Create an Action Plan 

To join our invite list please email Janella@juliejason.com