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 courses are taught by Dr. Cynthia Fletcher. 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.

Course enrollment

Smart investing@your library® online courses are open for enrollment at anytime. Download and follow the enrollment instructions to get started today!

Upcoming Programs

Local libraries are offering Smart Investing courses that incorporate face-to-face “kick-off” and “wrap-up” sessions taught by ISU Extension family finance program specialists at the library. In between these two sessions, you will work at your own pace to complete one of the online courses. The face-to-face sessions will help you get started, apply what you learn, and motivate you to complete the four online modules. Contact the librarian listed below for more information.

Sheldon
Kick-off meeting: Monday, August 18, 2014, 6:30pm
Wrap-up meeting: Monday, September 15th, 6:30pm-8:00pm
Location: Sheldon Public Library, 8342 NICC Drive, Sheldon, IA 52068
Contact: Ruth Rodvik, Director, 712-324-2442
 
Peosta
Kick-off meeting: Tuesday, September 23, 2014, 6:30pm
Wrap-up meeting: Tuesday, October 28, 6:30pm-8:00pm

Location: Peosta/NICC Library, 8342 NICC Drive, Peosta, IA 52068
Contact: Terrie Lenger, 800-728-7367, 563-556-5110
 
Dyersville
Kick-off meeting: Monday, September 29, 6:30pm-8:00pm
Wrap-up meeting: Monday, October 27, 6:30pm-8:00pm
Location: James Kennedy Public Library, 320 First Ave E, Dyersville, IA 52040

Ida Grove
Kick-off meeting: Thursday, October 2, 2014, 6:00 PM
Wrap-up meeting: Thursday, November 6, 6:00 PM
Location: Ida Grove Public Library, 100 East Second Street, Ida Grove, IA 51445
Contact:  Angela Scales, Director 712-364-2306

Sheldon
Kick-off meeting: Monday, October 20, 6:30 pm
Wrap-up meeting: Monday, November 17th, 6:30pm-8:00 pm

Location: Sheldon Public Library, 8342 NICC Drive, Sheldon, IA 52068
Contact: Ruth Rodvik, Director (712)-324-2442

Lakes Region
Kick-off meeting: Tuesday, January 27th 2015, 11:30-1 pm
Wrap-up meeting: Tuesday, February 24th, 11:30-1 pm
Location: Spirit Lake Public Library, 707 16th Street, Spirit Lake, IA 51360
Contact: Cindy Davis, Director 712-336-2667

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
  • Retirement Income
  • Growing Your Nest Egg
  • Updating Your Home and more ...
Share |