
Made possible with funding from the Investor Protection Trust in Washington D.C., through the Michigan Office of Financial and Insurance Regulation, all Investor Education In Your Community courses are non-commercial, free from sales pitches, and available to you through your library – at no cost.
Presented by an unparalleled and dynamic speaker who has instructed over 10,000 Michigan residents, you will receive quality information from a trusted source, without the worry that someone will try to ‘sell’ you something. Educational opportunities get no better than this!
Additional resources from MSU Extension, MESP and GreenPath Debt Solutions will be available onsite.
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Your Money In The Balance:
How to Manage Your Debt While Investing In Your Future
Is it better to pay off my debt – or invest for my future?
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The best answer may be a combination of the two. Attend this presentation and you will learn useful strategies for increasing the “assets” side of your household balance sheet while reducing the “liabilities” side. Attendees will participate in solving real-world investment and budget-related problems.
7 Simple Steps to Manage Your Investments
This presentation teaches an easy-to-follow 7-step process for organizing, coordinating and managing all your separate investment accounts as one purposeful, overall portfolio.
By following these 7 steps you will be better equipped to answer three very important questions about your investments: “what do I own, why do I own it and how am I doing?”
Asset allocation, diversification concepts and relevant must-know information are combined with 3 steps to avoid scams and investment fraud to round out this program.
How to Invest In A Complex and Agenda-driven World
This distinctive ‘how to’ presentation brings plain-English instruction on the principles, process, tools and tactics used to structure a purposeful and well-diversified portfolio that takes into account current economic conditions, market trends, interest rates, the credit cycle, political agendas, legislation and corporate sustainability initiatives.
This course concludes with attendees participating in structuring a ‘real world’ portfolio based upon a specific set of criteria.