October 17 Thursday

The Basics of Investment Planning

  • Thursday, October 17, 2019 at 12:10PM - 1:10PM
  • SLB, Room 129
  • Open To The YLS Community Only
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John Caserta (Yale College, ‘01), a Chartered Financial Consultant and owner of Caserta & de Jongh, LLC, presents The Basics of Investment Planning. John explores different types of investments – including stocks, bonds, mutual funds, and exchange traded funds – and how they can be used in different types of retirement and non-retirement accounts. John will also discuss the basic steps in constructing a portfolio including determining risk tolerance and answer your questions about different investments.  Lunch will be provided. RSVP required. Please register here.

Sponsoring Organization(s)

Financial Aid Office