Friday Oct.
Executive Education

Personal Finance Workshop Series led by Professor Tom Smith

Time 10 AM - 12:30 PM
From foundational skills like setting goals and creating budgets to more advanced topics such as investment strategies, you will gain practical skills and essential knowledge to confidently make decisions about your personal finances. Workshop 4: Active Investing (October 30, 2020)

At the end of Workshop 3, participants will be asked to open an individual trading account (Schwab, TD-Ameritrade, Robinhood, etc.), fund the account and purchase at least 1 share of stock. During Workshop 4 we will look at the stocks that people purchased, track the history of prices of those stocks, talk about dividends and stock-splits and talk about the reasons why people chose the stocks that they did. Participants will engage in research to build out a diversified portfolio of stocks that they would like to hold.

Activities after class: Make another purchase of a stock, identify a schedule of actively saving and investing money towards a goal.

Date: October 23, 2020
Time: 10am - 12:30pm Eastern
Delivery: Online
University Event Topic
Department / Organization
Goizueta Business School
School of Business