Smart investing@your library®

Smart Investing onlineInterested 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. Cynthia Fletcher. 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 to Iowa Library Services from the FINRA Investor Education Foundation through Smart investing@your library®, a partnership with the American Library Association.

Upcoming Sessions

Smart Investing classes will begin in January 2013.  Watch the Smart Investing tutorial and download a copy of the enrollment instructions to signup for the online portion of the class.

Carroll Public Library
Face-to-face Kick-off - January 24, 6:00 - 7:30 pm
Online Class - January 24 - March 6
Face-to-face Wrap-up - March 7, 6:00 - 7:30 pm
Contact - kfischbach@carroll-library.org

Decorah Public Library
Face-to-face Kick-off - February 4, 6:30 - 8:00 pm
Online Class - February 4 - March 10
Face-to-face Wrap-up - March 11, 6:30 - 8:00 pm
Contact - ktorresdal@decorah.lib.ia.us

Dyersville - James Kennedy Public Library
Face-to-face Kick-off - January 23 (snow date: January 30), 6:30 - 8:00 pm
Online Class - January 23 - February 26
Face-to-face Wrap-up - February 27, 6:30 - 8:00 pm
Contact - svonderhaar@dyersville.lib.ia.us

Estherville Public Library
Face-to-face Kick-off - January 31 (snow date: February 14), 5:30 - 7:00 pm
Online Class - January 31 - March 6
Face-to-face Wrap-up - March 7 (snow date: March 13), 5:30 - 7:00 pm
Contact - tena.hanson@estherville.lib.ia.us

Fort Madison Public Library
Face-to-face Kick-off -  January 31, 6:00 - 7:30 pm
Online Class - January 31 - March 6
Face-to-face Wrap-up - March 7, 6:00 - 7:30 pm
Contact - sarahclen@fortmadison.lib.ia.us

Independence Public Library
Face-to-face Kick-off - January 29, 6:00 - 7:30 pm
Online Class - January 29 - March 11
Face-to-face Wrap-up - March 12, 6:00 - 7:30 pm
Contact - kvance@indytel.com

Knoxville Public Library
Face-to-face Kick-off - February 5, 5:30 - 7:00 pm
Online Class - February 5 - February 25
Face-to-face Wrap-up - February 26, 5:30 - 7:00 pm
Contact - knoxlib@mediacombb.net

Missouri Valley Public Library
Face-to-face Kick-off - January 31, 6:00 - 7:30 pm
Online Class - January 31 - March 6
Face-to-face Wrap-up - March 7, 6:00 - 7:30 pm
Contact - fhannan@missourivalley.lib.ia.us

Newton Public Library
Face-to-face Kick-off - January 31, 2:30 - 4:00 pm OR 5:30 - 7:00 pm
Online Class - January 31 - March 4
Face-to-face Wrap-up - March 5, 2:30 - 4:00 pm OR 5:30 - 7:00 pm
Contact - hyoung@newton.lib.ia.us

Osage Public Library
Face-to-face Kick-off - January 23, 5:30 - 7:00 pm
Online Class - January 23 - February 26
Face-to-face Wrap-up - February 27, 5:30 - 7:00 pm
Contact - directoropl@osage.net

Ottumwa Public Library
Face-to-face Kick-off - January 23, 3:00 - 4:30 pm OR 5:30 - 7:00 pm
Online Class - January 23 - February 25
Face-to-face Wrap-up - March 5, 3:00 - 4:30 pm OR 5:30 - 7:00 pm
Contact - sferrell@ottumwapubliclibrary.org

Sac City Public Library
Face-to-face Kick-off - January 31, 5:30 - 7:00 pm
Online Class - January 31 - March 4
Face-to-face Wrap-up - March 5, 5:30 - 7:00 pm
Contact - bledford@saccity.lib.ia.us

Shenandoah Public Library
Face-to-face Kick-off - January 24 (snow date: January 28), 6:30 - 8:00 pm
Online Class - January 24 - February 27
Face-to-face Wrap-up - February 28 (snow date: March 4), 6:30 - 8:00 pm
Contact - shencirc@qwestoffice.net

Sibley Public Library
Face-to-face Kick-off - January 28 (snow date: February 11), 5:30 - 7:00 pm
Online Class - January 28 - March 3
Face-to-face Wrap-up - March 4 (snow date: March 18), 5:30 - 7:00 pm
Contact - connie.mataloni@sibley.lib.ia.us

Sioux Center Public Library
Face-to-face Kick-off - January 29 (snow date: February 13), 5:30 - 7:00 pm
Online Class - January 29 - March 4
Face-to-face Wrap-up - March 5 (snow date: March 6), 5:30 - 7:00 pm
Contact - bbilby@siouxcenter.lib.ia.us

Washington Free Public Library
Face-to-face Kick-off - January 21, 6:00 - 7:30 pm
Online Class - January 22 - February 24
Face-to-face Wrap-up - February 25, 6:00 - 7:30 pm
Contact - debbie.stanton@washington.lib.ia.us

Webster City - Kendall Young Library
Face-to-face Kick-off - January 31, 6:30 - 8:00 pm
Online Class - January 31 - March 6
Face-to-face Wrap-up - March 7, 6:30 - 8:00 pm
Contact - director@kendall-young.lib.ia.us

West Bend Public Library
Face-to-face Kick-off - January 30, 5:30 - 7:00 pm
Online Class - January 30 - March 5
Face-to-face Wrap-up - March 6, 5:30 - 7:00 pm
Contact - wbplib@ncn.net

Popular Publications

Money MechanicsMoney Mechanics
Resources to develop your money management skills

  • Saving & Investing
  • Buying a House
  • Income Taxes
  • Insurance

 

Retirement, Secure Your DreamsRetirement: Secure Your Dreams
Easy-to-read fact sheets to help you with retirement planning focused on:

  • Estimating Retirement Expenses
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