Women & Investing

Women & Investing

Spring (4-8 hours) | This course has been canceled

One Court Street Lebanon, NH 03766 United States

Room 2A

NEW

3/31/2020-4/7/2020

9:00 AM-11:00 AM EDT on Tue

$40.00

This two-session course provides unbiased basic financial instruction designed for women. It will assist women in understanding the sometimes enigmatic world of finance. The first session includes techniques to detect/prevent fraud. We shall also cover how to evaluate salespeople, advisers, and unscrupulous selling practices. The second session includes special considerations for investing when retired, an introduction to common investments, and simple estate planning concepts. We will review recent studies on senior investing, psychological tendencies, and common investing mistakes. Free educational materials will be provided, and there will be extensive Q & A time. Men are welcome to participate.

  • There are no required reading materials.
Moquin, Kevin

Kevin Moquin is Senior Staff Attorney for the New Hampshire Bureau of Securities Regulation. Attorney Moquin oversees registrations, examinations and investor education, and serves as the Bureau’s primary hearing officer.

 

Glennon, Barry

Barry Glennon has been Bureau Director since 2012. Previously, he was with Jefferson Pilot Financial Insurance Company in Concord, NH for 17 years, where he has served as AVP for Market Compliance for the life companies. Barry is a lifelong NH resident.