Navigating Investment Opportunities in Retirement

Embark on a journey towards financial empowerment in your golden years with Dodie’s comprehensive course tailored for the needs of seniors. Whether you’re new to the investment landscape or seeking to enhance your financial knowledge, this course is designed with you in mind.

Join us for an insightful exploration of fundamental investment concepts, including risk and reward, diversification, and asset allocation. We’ll demystify the world of index funds and ETFs, making these investment options accessible and understandable for all.

Delve into the importance of research and due diligence, equipping yourself with the tools to make informed decisions about various investment opportunities. Dodie will guide you through the essentials of retirement planning, covering investment vehicles such as IRAs, 401Ks, Roth IRAs, and Annuities, ensuring you’re well-prepared for the next chapter of your life.

Participate in interactive sessions where you’ll engage in goal-setting exercises and create fictional portfolios based on personalized financial scenarios. Explore tax-free investing, understand the impact of inflation and the time value of money, and navigate the role and potential pitfalls of emotional investing.

What to expect: This four-week course is designed to be interactive and engaging, providing you with the knowledge and confidence to align your investment strategies with changing financial needs. Gain the skills needed to navigate the complexities of the financial world in your senior years.

Feedback from past courses Dodie has led:

“I only wish I could absorb all that info. I will be studying the handouts!”

“Thank you for the meaningful seminar.”

“I learned so much! Some of it is scary in terms of what I don’t know. Thank you so much.”