Investment Planning

Make Your Money Work for You

Brian Asher’s popular and very informative Investment Planning class is offered as a series or as individual modules to meet your needs. In difficult economic times, it’s vital that you know how to manage risk and make informed investment decisions. Learn how to develop and retain a winning attitude, react to market fluctuations and increase your likelihood for a profit. Register early, as these popular classes fill up. All levels welcome.

            
              Click on a Class to see a full description

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7-Part Investment Planning Series

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Financial Planning

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Investing in Stocks

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Mutual Fund Investing

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How to Analyze Mutual Funds

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Stock Research

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Bond Investing & Proper Asset Allocation

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Planning for Your Retirement

 

 

Brian Asher is a Vice-President
at Morgan Stanley

 

7-Part Investment Planning Series

(All classes in this series. Save $69)

Course #680                        $99
7 Thursdays                        7-9:30 pm
June 19 thru Aug. 21         no meetings July 3, July 31 & Aug. 7

 

 

 

Financial Planning

If you take only one of Brian’s classes, take this one. This general overview applies whether you invest in stocks and bonds, bank accounts or real estate. Brian will cover the purpose of investing, how to start a savings plan, planning for emergencies, managing debt and why people fail to achieve financial independence.

1 Thursday            7-9:30 pm               $24
Course #681         
June 19  

 

 

Investing in Stocks

Brian will explain what a stock is and how it works, and talk about dividends, stock yields, the three rules of stock investing, price/earnings ratios, what diversification really means, and more.

1 Thursday            7-9:30 pm               $24
Course #682         
June 26 

 

 

Mutual Fund Investing

Investing as little as $50 a month with a 10% return can make your investment grow to more than $10,000 in 10 years. This popular class is great for anyone with little or no investment experience. Topics include basic investment terminology, load versus no-load funds, fund families, indexed funds and more.

1 Thursday            7-9:30 pm               $24
Course #683         
July 10    

 

 

How to Analyze Mutual Funds

With several thousand mutual funds to choose from, how do you pick one over another? Brian will tell you how to analyze mutual funds to best fit your investment goals. Topics include researching your 401(k) and 403(b) investment options and exchange traded funds (ETFs).

1 Thursday            7-9:30 pm               $24
Course #686          July 17

 

 

Stock Research

Solid stock research involves more than throwing darts at a stock page. Brian will show you how to read Value Line and Standard & Poor’s reports, two widely used analytical tools. Also learn why the Internet may or may not be your friend when it comes to doing stock research.

1 Thursday            7-9:30 pm               $24
Course #684          July 24

 

 

Bond Investing & Proper Asset Allocation

Bonds are an integral investment choice, but they can be so confusing. Brian will demystify government, tax free municipal and corporate bonds, ratings and how to purchase. Learn how to make the proper investment allocation between stocks, bonds and other assets to reduce portfolio risk.

1 Thursday            7-9:30 pm               $24
Course #692          
Aug. 14        

 

 

Planning for Your Retirement

Is your idea of planning for your retirement saving money for lottery tickets? Don’t be desperate, take control now. Learn how easy and wise it is to take advantage of tax-deferred savings accounts, Traditional and Roth IRAs, IRA rollovers and 401k and 403b plans. Start building your nest egg today.

1 Thursday              7-9:30 pm               $24
Course #689            
Aug. 21            

 

         

 

Call Westside Extension at (310) 287-4475 
to enroll with Visa, MasterCard or Discover Card.

Save $10!  Register for any 4 Summer Extension classes and get a coupon for $10 off any Fall 2008 class.