Free

Workshop for Women: Investment Strategies for Beginners

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YWCA Health + Fitness Centre

535 Hornby Street

Vancouver, BC V6C 2E8

Canada

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Investment Strategies for Beginners

About this Event

This is a basic workshop for women who would like to know about how to invest for the short-term and the long-term. We cover concepts and terminology around investing such as:

• Know your investment goals, timelines and risk tolerance

• Registered savings plans and taxable investments

• Important features of different investment products

• Sample investment strategies for different timelines

• How to find an investment advisor

Please note that this workshop is very similar to the one held on June 29, 2019. For those interested in a workshop that builds on the information presented in this one, we are planning to develop a “level 2” session for February 2020.

Presenter:

Kathy Leavens is a CFA Charter holder and completed a M.B.A. and B.Sc. at UBC. She has over 30 years of experience in the investment industry. In 2014, she retired and is now involved in several volunteer projects related to the betterment of women and children in our community.

**Since space is limited, please do not sign up for a workshop unless you are sure that you can attend. We do allow for a certain number of no-shows, but some of our past workshops had empty seats even though we had to turn away people.

**Please keep in mind that the workshops we offer are for educational purposes only and not intended to provide participants with personal financial advice. Having said that, we welcome lots of participation with questions and examples that broaden everyone’s educational experience.

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Date and Time

Location

YWCA Health + Fitness Centre

535 Hornby Street

Vancouver, BC V6C 2E8

Canada

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