Financial Literacy 101 Workshop

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Details

The Financial Literacy 101/Investment Workshop brought to you by the Pre-Retirement Issues Committee.

NOTE: Approved five hours of professional development.

 

We divide up for part of the morning to direct presentations towards investment beginners and those with some prior knowledge and experience. We will cover:

  • Retirement & Investment basics
  • LAUSD sponsored 457(b) plans
  • 403(b) Investment products & how to evaluate them. NOTE: If you are currently investing in a 403(b) plan, this presentation will help you understand how to inform your 403(b) decisions.
  • Mutual funds & annuities
  • Active versus passive investments
  • Asset allocation
When

Saturday, March 17, 2018

Time: 8 am to 1 pm

Fee
$5 fee collected at the door on the day of the workshop (exact change preferred).

Check-in
•    7:30 a.m. to 8 a.m.

Workshop
•    Light snacks will be served throughout the morning
•    An assortment of Vendors will be available for information

2018-03-17T15:00:00 2018-03-17T21:00:00 UTC Financial Literacy 101 Workshop NOTE: Presented by the Pre-Retirement Issue sCommittee. Approved five hours of professional development. Investment professionals will cover topics that include retirement and investment basics, mutual funds, annuities, active versus passive investments, LAUSD sponsored 457(b) plans and navigating 403(b) and more. UTLA Building, 3303 Wilshire Blvd., Los Angeles CA 90010 Evy Vaughn evaughn@utla.net

Where

UTLA Building, 3303 Wilshire Blvd., Los Angeles CA 90010 – View Map

For more information, please contact Evy Vaughn at evaughn@utla.net or call (213) 487-5560.

 

Sponsored by the UTLA Pre-Retirement Issues Committ and LAUSD Retirement Advisory Committee.