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&P 500 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. 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 workshop will be co-taught by Sumeit and Sanjay Aggarwal. They have written this interactive class with a focus on advanced level investors.