Lunch & Learn: Financial Programs with the SEC

Knowing how to secure your financial well-being is one of the most important things you'll ever need in life.

You don’t have to be a genius to do it. You just need to know a few basics, form a plan, and be ready to stick to it. No matter how much or little money you have, the important thing is to educate yourself about your opportunities.  There is no guarantee that you’ll make money from investments you make. But if you get the facts about saving and investing and follow through with an intelligent plan, you should be able to gain financial security over the years and enjoy the benefits of managing your money.

Smart money management begins with saving.  Saving is important for emergencies, education, big purchases, and family.  Saving is the money you earn but don’t spend.  Investing is making that money grow.

• We’ll talk a little about managing debt and making smart use of credit.
• Then, we’ll talk about strategies for saving and investing.
• We’ll discuss some ideas on how to plan for retirement, including a discussion of employer-based and individual retirement investment options.
• And finally, we’ll go over tips to protect your money from fraudsters.

Time: Noon

Place: Online via Zoom

Register 

Don't be a victim!

Protect yourself against faith-based and other affinity groups fraud. Affinity frauds target members of identifiable communities and groups.  Fraudsters often are members of the group or pretend to be. 

The SEC’s Office of Investor Education and Advocacy believes it is important to raise awareness regarding investment scams that target groups. In this guide, you will learn key strategies for protecting yourself and your community from the potentially devastating impact of affinity fraud.

We will cover:

• A quick overview of the Securities and Exchange Commission and our mission;
• An introduction to the common warning signs of investment fraud;
• Some common investment scams, and a special warning about scams committed by people we may trust: we call that affinity fraud;
• And finally, some tips to keep fraudsters from stealing your hard-earned money and a look at the SEC resources that can help

Time: Noon

Place: Online via Zoom

Register