Index Investing Course
Learn to invest – and everything else about money
What we cover in the Investment Course
Why Invest?
1, Benefits of Savings
2, Time Value of Money
3, Retirement
– 3.1 Retirement Factors
– 3.2 4% Withdrawal Guideline
– 3.3 Savings vs Retirement Age
4. Benefits of an Investment Account
What to Invest In?
1. What is a Stock
2. What is a Bond
3. Expected Return
4. Index Investing
5. Exchange Traded Funds
6. Index Mutual Funds
7. Portfolio Construction
8. Target Date Funds
9. Three Fund Portfolio
Types of Accounts
1. Taxable
2. Tax Advantaged
3. Taxes
Where and How to invest?
1. Schwab
2. Vanguard
3. Fidelity
Financial Planning
1. Debt
2. Long Term Thinking
3. Start Now
4. Account Maintenance
5. Consideration if Looking for an Advisor
Sustainable, Responsible, Impact Investing
1. Screening
2. Shareholder Advocacy
3. Community Investing
Summary
1. Keys from the course
2. Summarizing it all so you can put it into action
Resources
2. Additional services that AIO Financial will provide: forum, live virtual call
Investment Course
8 part video course
Receive our eBook covering the entire course
$65
Private Forum
Get your questions answered
$20/month
Learn how to invest
We provide 9 hours of video content and an eBook that covers all of the course material.
What you will get out of the course
Step-by-step instructions about how and where to oven accounts and invest.
Get a free Sustainable, Responsible, Impact Investing Guide
Learn about making an impact with your investments without sacrificing returns.
AIO Financial, 520-325-0769