Dear Community Partner,When consumers invest in themselves, they are putting in the effort to make their lives better—today and in the future. This includes focusing on actions that will enable them t


Dear Community Partner,

When consumers invest in themselves, they are putting in the effort to make their lives better—today and in the future. This includes focusing on actions that will enable them to increase their wealth over the long term, such as identifying tools, accounts and strategies that will help them to make investing a lifelong practice. Investing is a crucial step toward achieving long-term financial security and building generational wealth.

Join us on Tuesday, April 25, when Daphne Wright, CPA and CFP®, will present “Investing in yourself,” a webinar that will focus on the difference between saving and investing, and investing as a vehicle to build wealth.

This train-the-trainer webinar will cover:

  • Compounding: the 8th wonder of the world
  • Mining for money to invest
  • Investing basics: types of investments, asset classes, risk and rewards
  • Investment principles: building a diversified portfolio, rebalancing regularly and staying the course
  • Tax-advantaged retirement accounts (employer-sponsored retirement plans and IRAs)
  • Brokerage accounts (non-tax-advantaged savings)
  • Where to get additional guidance

AFC professionals can earn 1.5 CEUs for participation in this free 90-minute webinar.

To register for the “Empowering Financial Wellness: Investing in yourself” webinar, on Tuesday, April 25, at 10:00 a.m. PT (11:00 a.m. MT; noon CT; 1:00 p.m. ET), click here.

If you have questions for our guest speaker, please send them to me by April 21. We want to hear from you! Also, please email me any questions regarding the webinar.

We look forward to your participation.

Sincerely,

 

 

 

Linda Williams
Community Outreach and Training Manager
Consumer Action

Consumer Action presents this webinar with funding from the Nasdaq Foundation.


 
Through education and advocacy, nonprofit Consumer Action fights for strong consumer rights and policies that promote fairness and financial prosperity for underrepresented consumers nationwide.

www.consumer-action.org

©2023 Consumer Action
 
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