Demystifying Investing for Income in Today’s Market


15 in stock

Course Code: BDII-wi24 Categories: , Tag:


With all the chatter around rising interest rates, it’s not all bad news when it comes to generating income from saving and investing. Rise in interest rates can mean more money in your pocket as banks will increase the amount of interest they pay. As investors, we want to see our investment returns sooner rather than later and seek out assets that provide regular payout. In this workshop, we will discuss ways to generate steady income while investing in bank Certificate of Deposits, Money Market Accounts, Government Bonds, Treasury Bonds and Dividend Stocks.

Sumeit Aggarwal is the Co-founder and Managing Partner of Finhive, a social enterprise dedicated to providing financial education to communities and small businesses. She is a Nearpod Certified Educator, an award-winning student engagement platform.
Sumeit earned her Certificate in Financial Planning from Boston University, MBA from Babson College and was recently featured by Babson for fighting the gender investment gap. She holds a Master’s degree in Information Systems from Northeastern University and a Bachelor’s degree in Accounting from Delhi University.

Sanjay Aggarwal, CPA, MBA is dedicated to helping individuals and families achieve personal financial success. Sanjay has held senior corporate roles in accounting, tax and finance, and previously worked at a big-four accounting firm auditing and advising large public companies, fast growing startups, and IPOs.

Start Date: 03/07/24, 2 meetings
Class Time: 7:00 PM - 8:30 PM
Day of Week: Thursday
Location: Lexington High School, Room 222
Instructor: Sumeit and Sanjay Aggarwal
Status: Running/Openings