Smart investing@your library®
Interested in learning to make wise investing decisions? Consider signing up for one of three investment education courses focused on your stage in life:
- “Starting Out” course is for beginning investors
- “Building Up” targets those in mid-life
- “Making It Last” focuses on those near or in retirement
Each course involves four online modules and is tailored to the investment challenges of each age group. Topics include:
- balancing risk
- cutting investment costs
- choosing an investment adviser, and
- fine-tuning an investment portfolio at each life stage.
The FREE six-week courses are taught by Dr. Patricia Swanson, CFP®. Craig Goettsch, Director of Investor Education and Securities Counsel, Iowa Securities Bureau, will contribute to online discussions. This program is made possible by a grant from the FINRA Investor Education Foundation through Smart investing@your library®, a partnership with the American Library Association.
Upcoming Sessions
The next Smart Investing classes will begin in January 2013. Check back for dates.
Popular Publications
Money Mechanics
Resources to develop your money management skills
- Saving & Investing
- Buying a House
- Income Taxes
- Insurance
Retirement, Secure Your Dreams
Easy-to-read fact sheets to help you with retirement planning focused on:
- Estimating Retirement Expenses
- Retirement Income
- Growing Your Nest Egg
- Updating Your Home and more ...
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At work in Iowa ...‘Smart Investing’ Courses Reach Rural Iowa Communities
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Invest Wisely - Listen to radio sagas and short articles on investing topics
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FINRA Investor Education Foundation - Tools and calculators to help investors make wise investment decisions
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