Investment for Beginners

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Welcome to Narika's Investment for Beginners Workshop series. They are in collaboration with Gitanjali Kumar, CFP®. These workshops are beginner friendly and culturally informed. We especially encourage those from marginalized communities, including recent immigrants and survivors, to register.

Dates and Times:

From 10:30 AM to 11:30 AM

6/1/2024 - Investing in the Short-term

Create a Budget
Saving Mindset
Financial Goals - Short Term vs. Long Term
Investing Options
Investing Steps
Link Investments to Goals
Path to Fulfilling Life by Achieving Goals

6/8/2024 - Investing towards Retirement

Path to Financial Freedom
Retirement Plans
Maximum Savings and Income Limits
Investment Options
Withdrawal Age and Penalty
Required Minimum Distribution
Social Security

Email *

Name (first and last) *

Phone number (for reminder phone calls prior to event) *

Which session will you be attending? *

Session 1: Investing in the short-term

Session 2: Investing for retirement

Both

Which city do you live in? *

What is your ethnicity/race? Select all that apply.
*

African American or Black

Latino

Middle Eastern or North African

Native American or Alaska Native

East Asian (ex. Chinese, Japanese, Korean)

South Asian (ex. Indian, Pakistani, Sri Lankan, Afghan)

Southeast Asian or Pacific Islander (ex. Vietnamese, Filipino, Cambodian, Tongan)

White or Caucasian

Multiracial

Prefer not to answer

Other:

Required

I identify as *

Female

Male

Non-binary

Prefer not to answer

Please select the range that describes your age. *

17 or younger

18-24

25-34

35-44

55+

Prefer not to answer

Do you identify with any of the following? You may select as many as apply to you. *

Gender-based violence survivor (sexual assault, domestic violence, human trafficking)

Recent immigrant (came to the country in the past year)

Refugee

LGBTQIA+

Asylee

None of the above

Prefer not to answer

Required

What is your family/household annual income?
*

$0 - $46,999

$47,000 - $76,999

$77,000 - $105,000

$106,000 - $157,999

$158,000+

Prefer not to answer

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