27 Feb
Wealth Accumulation 101: Navigating Stocks, Bonds, and Portfolio Diversification


This workshop is designed to demystify the basics of investment and provide you with the tools to start building your wealth with confidence. Whether you're just starting out or looking to refine your investment strategy, this session will guide you through the essentials of stocks, bonds, mutual funds, and ETFs. By understanding these key financial instruments, you'll learn how to create a diversified portfolio that aligns with your financial goals and risk tolerance. Join us as we lay down the groundwork for smart investing and sustainable wealth building during the accumulation phase of your financial journey.


  1. Investment Basics: A clear breakdown of stocks, bonds, mutual funds, and ETFs, and how each can contribute to your wealth goals.
  2. Wealth Building Strategies: Key techniques for accumulating assets, understanding compounding, and managing investment risks.
  3. Diversification Essentials: Learn to construct a resilient portfolio that can navigate market changes and align with your evolving financial needs.

Date and Time

Tue, Feb 27, 2024

10:00a - 11:00a CST


Kalahari - Wis Dells


Event Registration