Women and Investing 301


12 in stock


If you have a basic understanding of the investing process and its risks and rewards, and you are now looking to build on that to explore advanced topics, this is the class for you. Whether you are investing on your own or working with an investment professional, come join us for this 2-part workshop that will help you amplify your skill by focusing on complex investing topics. We will walk through risks and rewards expectations, S&P500 sector analysis, Morningstar style box, analysis of stock intrinsic value and bonds, features of pooled investments (mutual funds, ETFs, ETNs), dividend strategies, and active vs. passive investing. Intermediate level knowledge of investing is required. Beginners are encouraged to attend our “Women and Investing 101” and “Women and Investing 201” classes as a prerequisite.This workshop will be co-taught by Sumeit and Sanjay Aggarwal. They have written this interactive class with a focus on advanced level investors.

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: 12/2/2022, 2 meetings
Class Time: 7:00 AM - 8:00 PM
Day of Week: Friday
Location: Zoom
Instructor: Sumeit Aggarwal
Status: Running/Openings