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Personal Finances Marda-Loop

  • 13 Oct 2016
  • 03 Nov 2016
  • 4 sessions
  • 13 Oct 2016, 1:00 PM 3:00 PM (MDT)
  • 20 Oct 2016, 1:00 PM 3:00 PM (MDT)
  • 27 Oct 2016, 1:00 PM 3:00 PM (MDT)
  • 03 Nov 2016, 1:00 PM 3:00 PM (MDT)
  • Marda Loop Community Association – Board Room, 3130-16 Street S.W.

oin CALL presenter Heather Compton for a four-session look at ‘PERSONAL FINANCES FOR GROWNUPS’.

Over the course of 4 weeks we will review:

1. Financial Planning 101 focusing on the key financial report cards for those 45 and over. It means revisiting old territory, but with new eyes.
2. Investment Management 101 will follow with a look at the basics of portfolio construction for non-financial types. Then the rubber hits the road.
3. Investment Selection 101 looks at mutual funds versus ETF’s (exchange traded funds) versus individual stocks and bonds. And NO, there will be no ‘hot tips’ or specific recommendations, just some pros and cons.
4. Estate Planning will review the planning those 45+ really need to have in place before ‘hitting the exit ramp”.


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