This is the perfect intro course for anyone who wants to get more comfortable with investing. We'll discuss the three main reasons why people aren't investing or why they aren't investing as much as they should; we'll share the secret to investing (hint: it's just two words); we'll discuss the types of investments and how you can use them to plan for your life goals; we'll discuss the differences between the two primary investment vehicles: ETFs and Mutual Funds and then we'll share where and how Bitcoin fits into all of this.
Attendees will learn: FPO
About this speaker: This workshop is provided by the Financial Gym. After years of working for a big bank including working as a financial advisor for Merrill Lynch, Shannon was inspired to create The Financial Gym, a financial services company that actually cared for its clients and provided them the services they needed. Most financial services companies only care about you as far as they can sell you products like investments, bank accounts, credit cards, loans and insurance policies. They also want to give you technology and apps to solve your financial problems; however, something we know at the Financial Gym is that money is personal and people aren’t algorithms. Technology is great for the DIY’er, but most of us need a human to turn to for financial guidance: Should I pay off my student loans or invest? How do I pay down my credit card debt? What should I do with my tax refund? How do I stop living paycheck to paycheck?
Celebrity or Keynote
Length: 1 Hour
Equipment required: N/A
Post event tools included: N/A
Includes pre-event consultation: If desired