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COURSE: FI0406<br />

COURSE TITLE: DEVELOPING A PORTFOLIO<br />

SUB: Developing an Income For Your Retirement<br />

DURATION: 4 hours<br />

STUDENT MATERIALS: Included<br />

EVENT ELIGIBILITY: ME - WQ - RUTTC<br />

DESCRIPTION: Real estate can play an important role in your retirement<br />

portfolio. Learn how.<br />

o What to Invest Long-Term<br />

o Using Your Equity<br />

o Long-Term Property Management<br />

o To Sell or Not To Sell<br />

o Residential VS Commercial<br />

COURSE: FI0407<br />

COURSE TITLE: WALL STREET BASICS<br />

SUB: A Beginners Guide to Investing<br />

DURATION: 4 hours<br />

STUDENT MATERIALS: Included<br />

EVENT ELIGIBILITY: ME - WQ - RUTTC<br />

DESCRIPTION: Interested in stocks for your portfolio? This course is a<br />

MUST for beginners to discover how to play in the BIG game.<br />

o Taking Control of Your Money<br />

o Knowing the Rules Before You Get Into the Game<br />

o Setting Goals Long & Short Term<br />

o What to Do When the Market is Down<br />

o The Future is Brighter Than You Think<br />

COURSE: FI0408<br />

COURSE TITLE: 7 MYTHS ABOUT WALL ST<br />

SUB: Wall Street is Not What You Think It Is<br />

DURATION: 4 hours<br />

STUDENT MATERIALS: Included<br />

EVENT ELIGIBILITY: ME - WQ - RUTTC<br />

DESCRIPTION: Wall Street has developed many different perceptions<br />

over the years. Learn to separate the truth from fiction.<br />

o The Great Lie About Mutual Funds<br />

o Are Brokerage Fees Affordable?<br />

o Where Do Broker's Interests Lie?<br />

o 401K VS IRA<br />

o Are Huge Risks Worth It?<br />

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