Investor Education in Your Community

Made possible through a partnership between the Investor Protection Trust and Michigan Office of Financial and Insurance Regulation, Investor Education in Your Community offers FREE beginning and intermediate sessions to help individuals make informed investment decisions.

This industrial-strength investment education program is completely non-commercial, and free from solicitations and sales pitches.

"Knowledge and action are crucial components of being a savvy investor," says Don Blandin, president and CEO, Investor Protection Trust.

"Too often investors are uninformed and don't take necessary action steps such as checking the background of the financial professionals to whom they entrust their money. To be safe and wise investors, Americans must learn the essentials and use that knowledge to make good investing decisions."

Beginning Workshop: "Investing Fundamentals" (IE 101) presents:

- An overview of the financial markets and the major exchanges

- The fundamentals of stocks, bonds and mutual funds

- Key investment terms

- Investing misconceptions and caveats

- How to select a financial services provider

- How to protect yourself from investment fraud

- Three components for building your wealth.

- Opportunity for a private, one-on-one, review of your current portfolio

The presentation and optional counseling sessions are both FREE.

Intermediate Workshop: "Principles for Structing a Portfolio" presents:

- An overview for investment management theory

- Stock analysis techniques and various selection criteria

- Bond strategies

- Ways to compare mutual finds and exchange traded funds (ETF's)

- Step-by-step process for structuring a portfolio

- A case study to practice what you've learned

- The oppotrunity to ask questions of the experts

ALL workshops are non-commerical and free os sales pitches or solocitations.

Find a workshop near you.

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Scheduled Investment Presentations

November 2009 Workshops

Investor Education Podcasts

Investor Education in Your Community is a first-of-its-kind, non-commercial national public education and awareness campaign designed to help individuals make informed investment decisions.

Investor Education - Feldman Report 3/18
Don't touch that 401K before you hear this. WWJ and Fox 2 Business Reporter Murray Feldman explains.

Investor Education 1/22
WWJ's Jayne Bower talks with Mark B. Robinson, Developer and Presenter of Investing Fundamentals, about the free program Investor Education @ your library.

Investor Education 11/27
In this Making the Grade report, WWJ's Greg Bowman talks with Bernie Margolis about the free program 'Investor Education at Your Library.'

Investor Education 11/2
Are you worried about the latest stock market dip? WWJ Newsradio 950's Beth Fisher talks with Mark Robinson of Investing Fundamentals to put things in the proper perspective.

Investor Education - Feldman Report 9/14
Michigan families are coming together to learn how to better their financial future. WWJ and Fox 2 Business Reporter Murray Feldman explains in the Feldman Report.