Financial Essentials, LLC

Teaching Personal Financial Planning Skills

 

 

     

 

This Workshop is a popular choice for people who are just starting on their investing journey, and for people who have been investing without the proper education.  We will give you the foundation you need to make wise investment decisions.

Workshop topics include:

• What the "Financial Markets" are
• Why People Make and Lose Money in the Markets
• Understanding
  • Stocks
  • Bonds
  • Mutual Funds
  • ETFs (Electronic Trading Funds)
  • DRIPs (Dividend Investments Programs)
• What is Taxable and Why
• Important Tips for Choosing a Broker

 

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Cheryl L. Bernstein, CFP

              Founder