Investing – Beyond the Basics (virtual)

This program is a part of Career Success Month 2024: Future of Work hosted by Maryland Public Libraries and provides community members with guidance from experts on a spectrum of business, entrepreneurship, and job advancement topics.

For the complete schedule of Career Success Month 2024, click HERE

This is an educational webinar and is not intended to offer financial advice to the participants. 

Take a deeper dive into the concepts associated with investing, the difference between Investing and Speculation, as well as different investment tools and their tax implications.

Topics that will be discussed:

·        Saving vs. Investing

·        Investing vs. Speculation

·        Addressing Risk – Interest rate, inflation, business, financial, liquidity and market risk

·        Risk Reduction Strategies – asset allocation and diversification

·        Types of Investments – Fixed Income, Equities and Alternatives

·        Fixed Income  - Types of Bonds

o   Corporates

o   Treasury/Agency

o   Municipals

o   Junk

·        Stocks – Blue Chip, Growth, Income, Speculative, Cyclical, Defensive

·        Mutual Funds vs. ETFs

·        Tax Benefits – Pre Tax vs. Taxable

·        Power of Compounding

·        Portfolio Management

o   Short Term vs. Long Term Gains

o   Tax Loss Harvesting

o   Tax Optimization by Leveraging Technology

About the presenter Scott Hahn:

Scott began his career in financial services in 2010. Before he joined Harbor Investment Advisory in 2018, he spent six years at a local independent wealth management firm. Scott earned his B.A. in Business, Organizations, and Society from Franklin and Marshall College where he was also the captain of the men’s lacrosse team. He achieved the CERTIFIED FINANCIAL PLANNER ™ certification in 2016 and the Chartered Retirement Plans Specialist^SM  designation in 2022. Scott is a registered representative and an investment adviser representative with Harbor Investment Advisory, LLC.

Please register with an email address to receive an immediate registration confirmation with a link to join the class/event. This email will also contain the dial-in information if you wish to participate by telephone.