Sensible Investing

Days: Mondays, October 11 - November 15
Time: 1:00 - 2:30 P.M.
Place: Rose Room
Instructor: Rudy Fernandez & Arleen Doran

Tuition: $25.00 for enrollment
              $5.00 for walk-ins

Want a fun, easy course to help you understand and take control of your investments? This enjoyable seminar offers a pleasant alternative to those dry finance courses. Here is an opportunity to interact with your instructors and participate in stock market games while you learn the basics of investing and the technical aspects of managing risk in your own portfolio. You will love this concise review of today’s financial markets. Topics include:

• Forces that Influence Market Direction
• Challenging Conventional Wall Street Wisdom
• Establishing a “Sell Discipline” With Your Portfolio
• Managing Risk by Playing “Offense & Defense”
• Preparing for the Tax Man
• Preserving Your Estate for Your Beneficiaries

Prizes will be given to the winners of the stock market games.

Rudy Fernandez, former Finance Chairman of the Tampa City Council and graduate of the University of Notre Dame, is Vice President of the Private Wealth Management Group at the Tampa office of Robert W. Baird & Co. He is a Certified Financial Planner® with over 25 years of financial services industry experience.

Arleen Doran, former President of the North East Tampa Women in Business Club and graduate of PACE University in New York, is a financial advisor in the Tampa office of Robert W. Baird & Co. She is an Accredited Asset Management Specialist with more than 20 years of financial services industry experience.