Investment Learning Circle
Session 1: Introduction and Foundations
Thursday. June 4 5:30pm at
Patricia Mandarino’s house. 408 Bluff Ave. LaGrange.
After analyzing the financial literacy survey, we have a solid curriculum planned for the group. The curriculum includes six - 2 hour sessions covering the topics and questions from the survey.
We are hoping to have 1 session every 2 weeks.
Session 1 will be focused on Introductions and Investing Foundations.
The agenda for Session 1 is:
Introductions
Investment Circle goals / objectives
Share the survey results
Share the proposed curriculum
Session 1 topic deep-ish dive - Foundations
Additional questions
How Investing Actually Works
What the market is
Stocks vs. bonds vs. funds
The power of compounding
Why time in the market matters
Space is limited so please sign up only if you're certain you can attend. If you need to cancel, please do so on the website or on the Wild Apricot app. Within 3 days of the event, you will not be able to cancel on the app so please contact Patricia Mandarino at 312-560-2505.