This workshop is designed for women who want to take their investing skills to the next level. In this 2-part workshop, we will go over advanced concepts of Investing such as Asset Allocation, Diversification Strategies, Understanding Fees and Monitoring your own investments. Come join us as we walk through building portfolios for different timelines and risk tolerance. Beginner level knowledge of investing is required. Beginners are encouraged to attend the Women and Investing 101 class as a pre-requisite. Post-class, attendees will have the opportunity to participate (at no extra charge) in a regular ‘Book-Club style’ investing group where we will discuss additional topics and issues that come up as you are constructing your personal investing roadmap. 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.