Investing 101: How to Rock your 401k

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ABOUT THIS EVENT
Event Category

Business & Technology

Event Overview

Unlike your grandpa, you won't have a pension to cover you in retirement. And who knows if Social Security will be around.

The onus is on you to set aside money and choose the investments in your 401k or 403b and you may have never learned a thing about investing in school. In this class, we explore the basics of investing to give you the tools to choose the right investments inside your retirement plan. This isn't the same advice you hear from talking heads like Jim Cramer or charlatans from Wall Street. This advice is driven by timeless academic research on how to invest.

Be sure to bring the available investment choices in your plan for some personalized one-on-one suggestions. And since investing can be boring, we'll have some adult refreshments.

Minimum age

All ages welcome

Cancellation Policy
Location

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MORE ABOUT YOUR HOST

I left the world of high net worth wealth management to make sure that my generation starts taking advantage of their most valuable asset: time. Through my twenties, I saw many friends in my MBA program and nurses that my wife worked with squandering their resources. I founded Modern Dollar Planning to partner with my peers in their 20’s and 30’s to ensure they are laying the groundwork for a successful financial future.