Event Details
Investing 101 for Graduate Students Return to listing

  Description

This session will cover topics to help graduate students make better investment decisions for now and for the future; both in personal and retirement accounts. Topics will include:

  • Stocks, bonds and mutual funds.
  • Understanding categories of mutual funds
  • Various types of retirement plans: IRA, ROTH, 401(k), 403(b) etc.
  • Establishing an investment objective
  • How to find a financial adviser
  • Research sources
  • How to open an investment account
  • Retirement planning

Facilitated by: Richard Blankenship (Franklin Street Partners) and Creighton Blackwell (Coastal Federal Credit Union)

  Location: Graduate Student Center, 211A West Cameron Ave.
  Date: Wednesday, April 23, 2014
  Time: 3:00 PM - 4:30 PM
  Sponsor: The Graduate School
  Price: Free
     
  For more information, contact the event administrator: Brian Rybarczyk brybar@email.unc.edu

THIS EVENT HAS EXPIRED
UNC - Chapel Hill