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 demystify the markets and learn how to create and re-balance a portfolio. Your facilitator is John Sepp, a veteran of the securities industry.
This Study Group is for those 50 and over and will meet Tuesdays, 10:00 - 11:30 a.m., May 14 - May 28.