Community & Professional Development
Stocks, Bonds, and Mutual FundsTaking the First Step
Today, more and more people are coming to the realization that they have to invest their money to achieve their financial goals. For instance, you may want to own a home in the future. You may be thinking of retiring early. You may even be trying to save enough money to send your children to college. Traditional savings accounts and certificates of deposit may fall short of helping you achieve those goals. To stay ahead of inflation and taxes, it's necessary to include some investments that have the potential for higher returns. But how and where do I start in my journey to financial freedom?
Different Investment Vehicles
To begin investing to achieve your goals, you should have a firm knowledge of some of the basic investment vehicles. By attending this seminar on investment fundamentals, we are confident that you will have the information you need to take advantage of investments with higher potential returns.
- STOCKS: What stocks to buy, how a shareholder makes money, and the risks involved when you invest in the market.
- BONDS: How bonds work, who issues bonds, and how interest rates play a big part in this type of investment.
- MUTUAL FUNDS: An excellent way to start investing, this course will cover how they work, the many types, and the pros and cons of each type.
- ANNUITIES: Tax-deferred growth will be addressed as it applies to this investment vehicle offered by insurance companies.
In this course you will learn how to:
- Use proven investment strategies that get your money working smarter and harder
- Steer clear of common investment mistakes
- Take advantage of professionally managed investments
- Select investments that match your objectives
- Limit your exposure to risk by diversifying your investments
- Make your money grow with tax-free investments
- Utilize investment opportunities that offer tax-deferred growth
| DATES: | Offered on Demand |
| TIMES: | 6:30 p.m. - 9:00 p.m. |
| LOCATION: | York College of Pennsylvania, Manor Hall, John Hancock Room |
| COST: | $29 per individual or couple |
To register, call (717) 815-1451 or email special-programs@ycp.edu. (Seating is limited. Please register in advance.)
The instructors for this course are L. Terry Lazarus, CFP, Robert E. Segal,MBA,CFP,CLU, and/or Brad D. Stein, CFP, who are Certified Financial Planner practitioners from York-based Capital Financial Planning Corp., a Registered Investment Advisor. Mr. Lazarus and Mr. Stein are also licensed in the areas of investment securities and insurance. This is a generic, noncommercial presentation. As part of your tuition, you are entitled to a private consultation to discuss your specific situation.
