Program Type:
VirtualAge Group:
AdultsProgram Description
Event Details
Let's start from the beginning… What is a stock? A bond? Mutual Fund? ETF? What are the fees and hidden expenses behind your investments? Are you using the correct investments to set yourself up for retirement? By the end of the course, you will better understand your investment personality and how to make investment decisions that will help you pursue your goals. Simply put, investing is a great way to grow your money and increase your wealth. Investing can seem complex and intimidating but this course will break it down to the fundamental principles and give you bite size pieces you can take home with you.
Mike’s Bio
Mike Stentiford is a Wealth Management Specialist, who works with individuals in building and managing a financial plan to obtain their life goals. Mike holds a bachelor’s degree from Fordham University, where he graduated Cum Laude, with a degree in Applied Accounting and Finance and a Secondary Concentration in Value Investing. Mike also holds a master’s degree in accounting from New York University. Mike began his career as a CPA at a major accounting firm, where his clients were large banks. Mike switched into the financial advising business in 2021. He currently utilizes his industry knowledge and capabilities to offer a full range of wealth management services. Mike currently holds his Series 7 and Series 66 Licenses.
This program is offered in partnership with the Tappan, Orangeburg, and Blauvelt Libraries.