Saving and Investing: Basic Concepts
Notice: This event has ended. The information presented below is for historical reference only.
Tuesday, July 28, 2020, 12:00 - 1:00 pm
This is a virtual event. You'll join this event online by clicking the join event button below.
Virtual
1. Description
Today we live in a complex world, and the realm of saving and investing for our future is just as complex. Gone are the days where we could retire early or rely solely on a company pension or social security. In this Green to Gold session we will discuss basic concepts of asset accumulation and protection. This session is intended to arm you with the basic concepts and knowledge you need to make more informed saving and investing decisions.
2. Learning Outcomes
1. Establish personal goals and reasons for saving/investing
2. Identify characteristics of saving and investing vehicles
3. Understand relationship between risk and return
4. Discuss strategies for asset allocation and financial protection
3. Outline
a. Introduction – Why saving and Investing Matters
b. Compound Interest
c. Time Value of Money
d. Save or Invest or Both
e. Saving Vehicles
f. Investment Vehicles
g. Risk versus Return and Risk Assessment
h. Asset allocation
i. Portfolio Diversification
j. Retirement Accounts
k. Closing Remarks and Questions