Personal Investing Primer

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November 8, 2023 @ 5:00 pm 6:30 pm

Learn from Finance major juniors and seniors how to plan your investment portfolio, how to open an investment account, and what to put in it. We will focus on equities and share some insight into the difference between trading and investing. Each participant gets an excel based tool to build their first portfolio and see how it fares against a benchmark over time.

HELM121

Food will be provided

Prizes, sponsored by BOK Financial are: $200 1st place, $100 2nd place, $50 third place.