The class will focus on the basics of investments including stocks, bonds, mutual funds and more. You will learn your personal risk tolerance and apply it to an asset allocation model. We will de-mystify the markets and learn how to create and re-balance a portfolio. John Sepp is a veteran of the securities industry. He is employed by Parkland Securities, LLC, Member FINRA/SIPC. (Required regulatory disclosure, no products will be offered or sold at the class). This class for adults over 50 meets Tuesday through June 13th.
https://olli-umich.org/olli/index.php/member/ctlg/viewEventDetails/952
https://olli-umich.org/olli/index.php/member/ctlg/viewEventDetails/952
Cost
- $20
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