Investing 101 – Are You Properly Invested for Your Future? (VIRTUAL)

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Program Type:

Virtual

Age Group:

Adults
Registration for this event will close on January 22, 2025 @ 1:00pm.

Program 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.


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