Learn to Invest Wisely!

Financially Savvysm provides investors with the education and resources necessary to gain confidence in making their own financial decisions.  We offer a variety of educational venues:

  Classroom workshops
  Online seminars
  Web-based independent study
  One-on-one tutoring sessions
  Special conferences
  Investment club training

Upcoming Workshops

August 2006

Investing in Real Estate: Direct & Indirect Strategies

During this course, we will explore the pros and cons to investing in real estate.  We will discuss the various vehicles for participating in this part of the market including equity REITs, mortgage REITs and direct purchase. This workshop covers investing in real estate as part of a diversified portfolio.  Details...

 

Exchange Traded Funds: The Nuts & Bolts

Since their advent, Exchanged Traded Funds have climbed in popularity as an alternative to mutual funds for participating in the stock market.  This workshop covers the basics of ETFs including what they are, how they trade, who are the biggest providers and what role they can play in your portfolio. Details...

 

 

Register Now

Money News Online

Mortgage Rates Fall for the 1st Time in a Month

Five Lessons from the Markets Fears

Money Tips

Do you know how much money you need to save in order to reach your retirement goal?  To find out, check out this calculator provided by The Vanguard Group.

Savings Needed

  

Workshop Calendar

Investing in Real Estate

August 24, 2006

September 19, 2006

 

Exchange Traded Funds: The Nuts & Bolts

August 29, 2006

September 28, 2006

 

Protecing Your Nest Egg from Taxation

September 7, 2006

 

Life's Big Money Decisions

September 13, 2006


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