Do you have questions about your employer’s retirement plan? Have you inherited an IRA or stocks and don’t know what to do with them or how they work? Are you unsure how to evaluate the investments you have? 10 hours

Fee:

$155

This class will explain major investment products, provide an overview of qualified plans, discuss asset allocation theory with portfolio management (the foundation for determining investment choices), and illustrate a risk tolerance assessment. The major products discussed will be:

1. individual stocks and bonds,
2. mutual funds, closed-end funds, exchange traded funds, and
3. annuities and variable life insurance.

We will also look at the basic design of qualified plans, such as 401(k)s, 403(b)s, simple IRAs, SEP-IRAs, Roth IRAs, Traditional IRAs, and pensions, so that you will better understand how to invest in them. 10 hours