Fin Ed. Investing

May 10, 2022

Basic financial education lays the foundation for young adults to build strong money habits and start thinking of their own financial wellbeing. In this interactive workshop, students will learn the basics of investing and take their first steps in creating a personal investment plan.

This workshop is for students in grades 9-12 and college students who are looking to take the first steps to financial wellbeing with learning about investing.

Key takeaways:

  • Learn the benefits of having a long term investment strategy
  • Gain an understanding of different investment types and vehicles
  • Leave with tools and resources to start creating your own investment plan

This session will be led by Brighton Jones Lead Advisor, Clayton Boone, CFA, CFP®.

Featuring

Clayton Boone, CFA, CFP®

Lead Advisor

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Let’s talk

Whether you have a specific question, or you’re interested in learning more about how our approach can be tailored to your situation, we’d love to hear from you.