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. Register here.

6/1/2024, 10:30 AM to 11:30 AM - 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, 10:30 AM to 11:30 AM - 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