Event

SkillSwap: Investing 101

SkillSwap is a barter-based education series featuring workshops on a variety of topics.

Due to the COVID-19 outbreak, this class will be held online, via Zoom.

Zoom is an easy video conference call platform - you don't even need the Zoom app to participate - well send you a link you can click on to open in your browser at the appointed time on your computer, tablet, or phone. Youll need to register in order to receive the link. We'll send it to you the day of this session.

Class Description

Investing basics:

* Where do you begin?

* What options are available to invest in the stock market?

* Tax-advantaged plans

* 3 Ds of investing

* Rule of 72

* Managed accounts vs. self-directed brokerage accounts

About the Instructor

Julie Bortner is a mother of three who used to be an athletic trainer, but is currently a regional manager investment advisor representative with Primerica. She has 19+ years of experience in that field, with most financial licenses. She has helped many families gain hope through becoming debt free, properly protected, and financially independent. She does a great job managing their money.