Investing: Getting Started

Investing: Getting Started | March 10, 2020 | 9:00 AM (PST) & 12:00 PM (PST) |  Register Here.

Get ready for several compelling reasons why you need investing to achieve long-term goals. Then build your knowledge base as we define stocks, bonds, mutual funds and other investment options. We’ll also review how you would go about investing in each of those options. We’ll conclude with an overview of risk and return, as well as the fees associated with different types of investments, so you can feel more confident about adding investing to your financial action plan.

Note:  If you register and cannot attend, a recording of the webinar, along with a copy of the session presentation and handouts, will automatically be sent within 24 hours.

++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

You work hard for your money, but is your money working hard for you?

When it comes to our finances, we always wonder if we are making the right moves, and searching for answers can feel overwhelming.

Middlebury College provides all employees access to financial well-being thru My Secure Advantage (MSA).

MSA helps you make the most of your hard earned dollars!  When it comes to living a financially stress-free life, every decision you make adds up.  Through MSA, employees and their covered dependents can work with a personal Money Coach and utilize website services to make financial stress a thing of the past.

What’s Included

  • 90 days (per calendar year) of personalized money coaching with a personal, confidential, unbiased, and guilt free Money Coach.  Coaches don’t sell products or services: their only job is to provide expert guidance and improve your financial life.
  • Guidance on financial topics, goals, challenges, or questions.  Whether you’re getting by, digging out, or saving big, connecting with a Money Coach to discuss options, identify issues, and build out a plan can only help.

Work with MSA to tackle questions like “Should I be saving more or paying down debt?” “When will I be able to retire, and how much do I need?” “What type of portfolio is best for me?” “How do I balance enjoying life now with saving for the future?” and more.

  • Online tools include videos, calculators, articles, and budgeting software to help you stress less and save more.

Questions?  Learn more about MSA here. To get started, sign up, and schedule your first appointment with a Money Coach call 888-724-2326.

Leave a Reply