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Investment Tele-Class: Individual Investing 101

Post a Comment January 20, 2010 – 5:09 pm | Post Link |  Print This Post |

Individual Investing 101, a tele-class, is a class for busy, regular people like you and your next door neighbor.

Individual Investing 101 is an investment class that takes place for four consecutive weeks in an evening conference call that last a little over an hour. With computer access, the student can participate from anywhere in order expand their investment expertise.

The students will learn about investment risk tolerance, how to measure and determine their own risk tolerance, how to set up an investment plan, how investments decisions are related to other areas of their personal finances, and obtain a better understanding of their investment choices. This class is appropriate for the complete novice investor, the “reluctant” investor or employee who struggles with managing their own 401K, and the overwhelmed investor who wants a second opinion or to return to the basics of investing.

Celeste Mirassou CFP®, the financial planner of the pair of advisors, has this to offer as to why now is the right time to offer this class. “We don’t teach personal finances in high school or college. As a society, we ask the individual to assume more and more investment management responsibility for their retirement.

And investing just keeps getting more complicated, especially after last Fall, when traditional strategies to protect and diversify portfolios failed.” Alex Reyes, of Reyes Capital Management, joins Celeste in her effort to offer an efficient, convenient, and effective way to learn about investing and to provide access to two independent financial professionals.