Who should attend this learning series?
Anyone interested in investing
You can be interested in any type of investing
Any experience level
You want to understand the jargon!
We're going to cover a lot of topics at an introductory level!
Classroom Type: Virtual or In-Person
Duration: 4 sessions. One session per week: 4 Weeks total
Timing: Each group session runs for up to 3 hours, and will run during evenings or weekends
Timing: Week 3 has an optional 1:1 Session that will be scheduled for 45 minutes.
Size: Up to 8 participants
Coach: Ken Nothnagel, CEO, and Founder of The Canary Foundation
Recommended Experience:
None: All experience levels are welcome!
The Canary Foundation, Ken, and Carrie DO NOT profit from anything discussed during these sessions.
All participants must read and acknowledge this Legal Disclaimer
Session Description:
This is a hands-on session. Be ready to use your smartphone and/or laptop during this session. You will learn the theory behind each topic, and together, we will accomplish tasks to help you understand, get comfortable, and apply your knowledge.
There will be multiple breaks as well as opportunities for each participant to ask questions.
Questions can be asked in front of the group or privately, whatever fits your comfort level.
The quizzes are important to make sure we don't leave anyone behind!
We build on our knowledge, and apply our learnings during each session.
We'll proceed at the pace that is best for all participants!
Week 1 - First Session Topics
What's the difference between a rich person and poor person?
What is investing? What is an investment?
I know it's english, but I have no idea what they're saying!
Understanding the top 50 terms and phrases
What are capital gains?
What are IRAs / 401Ks / Deferred Compensation?
Understand compounding interest
First Quiz: Check your knowledge before week 2
Homework:
Watch CNBC for 4 hours
Listen to Jim Cramer's - Mad Money Podcast
Think about a few companies you'd like to invest in and why
Week 2 - Second Session Topics
Review Week 1 Quiz
New Questions: Did you hear anything interesting or confusing on CNBC or from Cramer?
Getting to know some common investments and investment strategies:
Roth and Traditional IRAs
Stocks, Bonds, Mutual Funds, ETFs
Savings Accounts, Treasuries
Real Estate Investing
Understanding Private Equity - Pre-IPO Stock Grants - Options and Restricted Share Units
This topic can be less popular, depending on the crowd. We can skip it depending on interest.
Common Investing and Trading Platforms
Second Quiz: Check your knowledge before week 4
Homework:
Watch 8 hours of CNBC
Listen to Jim Cramer's Mad Money Podcast
ONLY IF YOU'RE COMFORTABLE (OPTIONAL)
Open a U.S. treasury account and/or brokerage account
Buy a stock or treasury:
These classes are timed so there is a treasury auction between week 2 and 4
Prepare to present at the week 4 session
Optional, but strongly encouraged!
Week 3 - 1:1 Sessions (Optional)
We will schedule individual 45 minute sessions to cover any questions or confusion on everything we've learned so far.
Week 4 - Final Session Topics
Participant Presentations:
Time: 15 Minute Max Per Presentation - No minimum time
Which investment did you choose?
Why did you choose this investment?
What did you expect?
What actually happened?
Recommendations and/or questions for the group?
Final Questions
Schedule is Coming Soon