This workshop is designed for women who want to play a more active role in their Investment strategy. If investing scares you, or you want to make sure you have a clear understanding of risks and rewards, or if you are simply looking for where to begin, this is the class for you. In this 2-part workshop, we will go over the basics of Investing, discuss step by step approach to investing and cover different types of investments and retirement plans. You will also learn how to gain confidence in your research, evaluate alternatives and design a portfolio. No prior knowledge of investing is required. Beginners are especially encouraged to attend. This class will be co-taught by Sumeit and Sanjay Aggarwal. They have written this course with a practical focus explicitly in mind.
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.