Investing Basics: 10 Steps for Beginners member seminar kit

Planning member education seminars can be a time-consuming process. That’s why Credit Union Seminars in a Box member seminar kits were designed with your busy schedule in mind. Everything you need to plan and execute a member seminar is in the box--just add the members!

Investing Basics: 10 Steps for Beginners seminar material covers:

• Basic investing priciples (risk, return, diversification)
• Risk level of different investment vehicles
• Investment strategies such as dollar cost averaging
• Rule of 72
• Mistakes investors make
• How inflation and taxes affect your investment dollar
• How to evaluate different investment products

NOTE: This seminar is for the beginning investor and has been reviewed by the NASD/FINRA. NASD comment letter is available upon request.

This kit contains:

• PowerPoint presentation on CD-ROM with speaker notes
• A step-by-step planning checklist
• Member worksheets for photocopying
• Sign-up sheets
• Speaker preparation sheet
• Evaluation forms
• Sample newsletter article and press release
• Full-color poster and flyer graphics
• 25 copies of the Your Investment Choices handbook (click here for more about this title)
• 100 IRA Changes Power Your Savings statement stuffers (click here for more about this title)
• Plastic storage file

To order this item, click on Add to Cart below or call 800-356-8010, press 3.

To order more materials and get helpful tips for a successful seminar, go to our reorder and tips page.

Stock #26674