Financial Planning for Generation X & Y Women
  
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Thursday, September 30th, 2004
Becoming an Investor

Date: Thursday, September 30th, 2004

Time: 2:00 PM to 3:00 PM Eastern Time

  • Do you know the basic principles of investing and the different ways you can invest, such as mutual funds and 401(k)s?
  • Have you ever wanted to start an investment club?
  • Do you know how to protect yourself against investment fraud?
  • This call’s speakers provided three unique perspectives on becoming an investor.

Audio and Transcripts

Call SectionMP3MS WordPDF
Opening Remarks
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Speech 1 — Karen DeCoud
(11:24)
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Speech 2 — Mary Enright
(10:02)
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Speech 3 — Susan Wyderko
(9:08)
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Q & A
(15:29)
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Closing Remarks
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About the speakers

Karen DeCoud, Vice President and Senior Consultant with Marsh Insurance and Investments Corp., has over 20 years of experience working with mutual funds and 401(k)s. She is a Certified Financial Planner and registered investment advisor and will be discussing the basics of investing. Karen discussed the basic principles and tools for investing.

Mary Enright represents the Sioux Empire Chapter of the National Association of Investors Corporation. She's going to provide an overview of investment clubs and how to start one. Mary explained how starting an investment club is a great way to learn more about investing

Susan Wyderko, Director, Office of Investor Education and Assistance for the Securities and Exchange Commission, will discuss investment fraud. Susan provided useful tips on how to avoid investment fraud.

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