This session will cover topics to help graduate students make better investment decisions for now and for the future; both in personal and retirement accounts. Topics will include:

• Stocks, bonds and mutual funds.
• Understanding categories of mutual funds
• Various types of retirement plans: IRA, ROTH, 401(k), 403(b) etc.
• Establishing an investment objective
• How to find a financial adviser
• Research sources
• How to open an investment account
• Retirement planning

Facilitated by: Richard Blankenship (Franklin Street Partners) and Creighton Blackwell (Coastal Federal Credit Union)