Smart Investing @ Your Library Staff Training

Click the link below to download a Word document containing all of the resources covered during the training.

links-to-financial-education-resources

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FINRA Foundation - Investor Education Modules

FINRA Foundation – Investor Education Modules

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Note:

Slides 19 – 39 are not pictured here. For Investor Alerts, use the links below. For FINRA BrokerCheck and calculator tools, see slides 7 – 9. 

 

IRAs

Inherited IRAs—What You Need to Know

Required Minimum Distributions—Common Questions About IRA Accounts

The IRA Rollover: 10 Tips to Making a Sound Decision

 

401(k) & Pension

 

Why Leave Money on the Table—Make the Most of Your Employer’s 401(k) Match

Think Twice Before Cashing Out Your 401(k)

Look Before You Leave: Don’t Be Misled By Early Retirement Investment Pitches That Promise Too Much

 

Investing

Market Risk: What You Don’t Know Can Hurt You

Duration—What an Interest Rate Hike Could Do to Your Bond Portfolio

Municipal Bonds—Important Considerations for Individual Investors

Year-End Investment Considerations for Individual Investors

“Free Lunch” Investment Seminars—Avoiding the Heartburn of a Hard Sell

 

Mutual Funds

 

Class B Mutual Fund Shares: Do They Make the Grade?

Understanding Mutual Fund Classes

 

Annuities

Equity-Indexed Annuities—A Complex Choice

Variable Annuities: Beyond the Hard Sell

Should You Exchange Your Variable Annuity?

 

Reverse Mortgages

Reverse Mortgages: Avoiding a Reversal of Fortune

 

Job Loss

Job Dislocation: Managing the Financial Impact of Unexpected Job Loss

 

 

For single copies or small quantities, place your order of CFPB publications at pueblo.gpo.gov Bulk orders of CFPB publications https://pueblo.gpo.gov/CFPBPubs/CFPBPubs.php Publications offered in bulk to libraries

For single copies or small quantities, place your order of CFPB publications at pueblo.gpo.gov
Bulk orders of CFPB publications https://pueblo.gpo.gov/CFPBPubs/CFPBPubs.php
Publications offered in bulk to libraries

Plan Well, Retire Well blog from University of Illinois Extension

Plan Well, Retire Well blog from University of Illinois Extension

Michael Kitces, blog, Nerd's Eye View

Michael Kitces, blog, Nerd’s Eye View

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mvelopes, Mint, my worksheet

mvelopes, Mint, my worksheet

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Illinois statutory forms, IL Legal Aid Online, Nolo.com - click tab for legal articles

Illinois statutory forms, IL Legal Aid Online, Nolo.com – click tab for legal articles

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National Association of Personal Financial Advisers (NAPFA), Garrett Planning Network, Financial Planning Association's Planner Search, Certified Financial Planner Board of Standards' Let's Make A Plan search tool

National Association of Personal Financial Advisers (NAPFA), Garrett Planning Network, Financial Planning Association’s Planner Search, Certified Financial Planner Board of Standards’ Let’s Make A Plan search tool

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