The Basics of Investing: Beyond the Piggy Bank

Wednesday, April 19, 2017 6:00pm PDT to Wednesday, May 24, 2017 7:00pm PDT

The Basics of Investing: Beyond the Piggy Bank

Over the years, we’ve had many requests for a “Basics of Investing” training course. We listened, and we’re happy to announce a new series of five sessions just for you.

The Basics of Investing: Beyond the Piggy Bank” is a five-part webinar series for novice and experienced investors who want to better understand the investment process, learn how to put their income to work, and grow their wealth for the long-term. Whether you are an ingénue or want to brush up on your investing skills, we’ve got you covered.

The sessions start April 19th and will run through May 24th. (No meeting on May 17th.) The course is online and each session will be recorded. So if you can’t make one session, or if you want to review anything, you’ll be able to download and listen at your convenience.

Registration for all five sessions is just $99.00. Sign up now to hold your place. If you are a current Urban Wealth Management client, ask us for your promotional discount code!

April 19th Session 1 Getting started
April 26th Session 2 “Fixed What?” Fixed income Investments
May 3rd Session 3 Equities: Taking Stock
May 10th Session 4 Building a Portfolio: The Next Step
May 17th [No session]  
May 24th Session 5 Stay Current. Stay Informed.



At Urban Wealth Management, our mission is to create a supportive and secure environment where women are encouraged to be engaged in their financial affairs and take ownership in creating the life they desire and deserve. Our vision is that every woman should live a life of her design, using her wealth to fulfill her dreams, enjoy her passions, and expand her interests. If you’re ready to begin the journey, download our 50 Things About Lifestyle and Personal Finance e-book and/or connect with us for a complimentary one-hour assessment session.