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Financial Foundations

913-538-1465         PO Box 860184, Shawnee, KS 66286   

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Services - Personal: Investment Basics

Investment workshop includes the following skills depending on the length of the workshop:

  • Understanding stocks, bonds, mutual funds, dividends and interest
  • Retirement accounts - both pre-tax and after-tax types
  • College savings accounts - 529 plans and Education Savings
  • How to put money into and withdraw money from investment accounts
  • Tax forms associated with each type of account

Volunteer Opportunities for activity:

  • Prior to the workshop, volunteer working in the investment industry should complete the 2018 annual review of the workbook to ensure the information is up to date and complete

Donation & Sponsor Opportunities

  • Printing students worksheets and workbooks
  • Host a workshop at your location for new or youth account holders
  • Offer a fee waiver, reduced interest loan rate, or other benefit for clients who complete financial workshops or coaching
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