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MissouriFamilies.org - Money Matters - Consumer Action

 
 

Learning Opportunities

 

 

Saving & Investing Basics: Self Study Course


In 4 lessons you can find out:
 

  • Where to find the money to save
  • What level of risk you are comfortable with
  • The relationship between risk and return
  • The variety of savings and investing instruments
  • How to choose a financial professional


Lesson 1: Getting Started
 

  • Complete a net worth statement
  • Establish an adequate emergency fund
  • Set up a regular savings program
  • Identify ways to accumulate funds to invest


Lesson 2: Stocks
 

  • Track investments
  • Read a prospectus
  • Use ratings information
  • How to avoid investment fraud
  • Learn about investment clubs


Lesson 3: Bonds
 

  • Identify various types of bonds
  • Evaluate bonds with financial publications, web sites and ratings
  • U.S. Savings Bonds as an investment tool
  • Determine percent of portfolio in bonds


Lesson 4: Selecting Professional and Mutual Funds
 

  • Criteria to use when evaluating instruments
  • How to read a mutual fund prospectus
  • Questions to ask when selecting a financial advisor

 

One lesson will be mailed to you every two weeks. Work at your own pace to complete the lessons. Small fee: $15


Lessons include:
 

  • University Outreach & Extension guidesheets
  • Fact sheets, worksheets & exercises
  • Supplemental brochures and pamphlets

 


Contacts:
 

  • Cathy Allen, Phelps County, ph. 573-364-3147
  • Carole Bozworth, Jackson County, ph. 816-482-5850
  • Christine Ethridge, Cole County, ph. 573-634-2824
  • Annette FitzGerald, Taney County, ph. 417-339-4431
  • Nancy Flood, Putnam County, ph. 660-947-2705
  • Sherron Hancock, Jefferson County, ph. 636-797-5059
  • Janet LaFon, Jasper County, ph. 417-358-2158
  • Sandra McKinnon, Franklin County, ph. 636-583-5141
  • Jamie Thompson, Benton County, ph. 660-438-5012
  • Rebecca Travnichek, Andrew County, ph. 816-324-3147
  • Suzanne Zemelman Gellman, St. Charles County, ph. 636-970-3000

 

 

 

 

 

 

Last update: Tuesday, May 05, 2009

 

 

 


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MissouriFamilies is produced by the College of Human Environmental Sciences,
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