Money Smart Week at Camden Public Library

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Money Smart Week is a themed week hosted by libraries all over the country. It is designed to help consumers manage their personal finances better. Programs are offered to all demographics and income levels, and cover all facets of personal finance. The Camden Public Library hosts two programs during Money Smart Week. Both are planned as "Lunch & Learn" style events -- participants may bring a bag lunch if they wish. 
Friday, April 27, at 12:30 p.m.: Investing With Confidence. More and more individual investors are being asked to navigate investment waters that are increasingly complicated and treacherous. The scope of knowledge required to save for retirement, education, or other life events can be intimidating and discouraging. The focus of the presentation is to provide participants with a basic vocabulary and framework to make appropriate investment decisions. Key concepts include defining distinct categories of investments, or asset classes, and how they behave over time. We will discuss the risk and return attributes of these asset classes. Finally, how to combine asset classes to arrive at a suitable, diversified portfolio. The presentation will include a slideshow with simple examples and historical data, but also be interactive and allow for questions.
D.J. Shaughnessy, CFA is a Senior Vice President and Portfolio Manager at F.L.Putnam Investment Management, an independent investment advisory firm in Portland, Maine. He is responsible for portfolio construction and implementation of investment strategies for individuals, families, endowments and foundations. He has over 20 years of industry experience.
Event Date: 
Fri, 04/27/2018 - 12:30pm