Five Habits of Highly Successful Investors - Friday, December 2nd

11/15/2011

An Investment Learning Opportunity!
The Human Resource department, the Retirement Plan Investment Committee, and TIAA-CREF have partnered to offer you a seminar on the Five Habits of Highly Successful Investors. This offering is in response to the recent results of the Retirement Investment Survey. 156 employees (74% of respondents) feel that knowledge about finance/investing is the MOST challenging part of their retirement savings decisions. This presentation is intended to provide our employees with a refresher/introduction to help them feel more knowledgeable and successful.

Seminar Overview:
To drive a car, there are some basics you have to know: how to start the engine, how to put the car in gear and where you want to go. But you don’t need to know all the ins and outs of how an engine runs unless you’re a mechanic. The same goes for getting started in investing. You don’t have to know every nuance of financial markets — price to earnings ratios, 200-day moving averages, and so on — to get started. You just need a grasp of the essentials. These five habits of successful investors can help: 1) Setting financial goal 2) Realizing tax advantages 3) Reducing risk with diversification 4) Allocating assets 5) Understanding expenses

Date:
Friday, December 2, 2011

Location:
Albany 218

Time:
Noon to 1 p.m.

Presenter:
Mark Gilgan

Registration:
As these lunch and learn workshops are free of charge with lunch provided, due to limited space, registration is required. Please email Pam Wassmer at pwassmer@lclark.edu.

We hope you will be able to attend!