Grab Bag with Stephanie Genkin, CFP®, CFT-I™ CDFA®

Investing Basics (ONLINE)

*This is a live, online class via Zoom.*

Have you ever wanted to know how to invest your 401k or 403b? Do you have an IRA sitting in cash because you're not sure what to do with it?

Do you avoid speaking to your investment advisor because you have no idea what they're talking about?

It's time to learn some basic concepts and principles that will help you make better investment decisions.

This class will review some very basic investing concepts and help you understand a stock vs a bond, different types of stocks and bonds, asset allocation; how your risk profile changes as you get closer to retirement. and active vs passive mutual funds.

About Stephanie Genkin, CFP®, CFT-I™ CDFA®

Stephanie Genkin is an independent fee-only CERTIFIED FINANCIAL PLANNER™, Certified Financial Therapist (CFT-I™), Certified Divorce Financial Analyst® (CDFA®), and Certified Life Coach. She completed advanced matrimonial mediation training and is currently focusing on the financial transition certification (CeFT®). Stephanie earned a graduate certificate in Financial Life Planning from Golden Gate University, where she is currently an adjunct instructor. Previously, she was a senior television news producer at CNN covering business, economics, and personal finance. Her career explaining complicated money issues began when she landed a gig at CNNfn and she's been hooked ever since. Stephanie earned a Certificate in Financial Planning from NYU and is an adjunct instructor at NYU's School of Professional Studies, Department of Finance & Law. She is a member of the Financial Therapy Association and the National Association of Personal Financial Advisors (NAPFA) and is frequently quoted in the media (Yahoo! Finance, USA Today, Forbes, New York Magazine, Glamour, MSN Money, AARP, and others) on personal finance issues.

stephaniegenkin.com