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Workshop for Women: What are Mutual Funds

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YWCA Health + Fitness Centre

535 Hornby Street

Vancouver, BC V6C 2E8

Canada

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Workshop for Women: What are Mutual Funds

About this Event

This is a basic workshop for women who would like to learn about mutual funds and mutual fund companies. Our speaker will provide answers to the following questions:

• What is a mutual fund?

• Types of mutual funds

• Advantages of mutual funds

• How are the fees charged?

• Who should be investing in mutual funds?

• Where do you start?

Presenter:

Lori Norman is an Investor Specialist & Partner with Steadyhand, a boutique investment firm in Vancouver. Lori works with clients providing them advice and helping them build personalized investment portfolios focused on long-term investing success. She started her career on an institutional bond trading floor in the early 90's in London, England, and has over 25 years of experience in the investment field. She is the Co-Chair of Women in Capital Markets (WCM) Vancouver Chapter. Lori attended the University of Alberta and holds the CIM Designation (Chartered Investment Manager).

**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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Location

YWCA Health + Fitness Centre

535 Hornby Street

Vancouver, BC V6C 2E8

Canada

View Map

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