Level 1 - Class Descriptions
Get Started Investing!
We can’t help you with your love life, but we can help you decide if The Hershey Company, the maker of the world-famous KISSES®, is worth investing in.
Successful Investors "Date" Stocks Before Tying the Knot
Our free class will teach you what a stock is, how the stock market works, and how to invest.
Together, we'll take Hershey on a date to:
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Get to know Hershey better
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Understand its financial position
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Learn about its dividend history
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Discover if Hershey stock is "on sale" or "over-priced"
By the last date you’ll be able to decide whether or not you’d like to enter into a long-term relationship with Hershey.
Sessions: 1 (~90 minutes)
Prerequisites: None. Just a sincere desire to learn!
Cost: FREE
Online Class Details
Location: Online - A Zoom link will be e-mailed
Available Dates & Times:
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Thu. March 7, 2024 - 6:30pm to 8:30pm
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Sat. March 9, 2024 - 10:00am to 12:00pm
Class size is limited to 20 seats
In-Person Class Details
Location: 174 South Road, Enfield, CT
Available Dates & Times:
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Sat. February 24, 2024 - 10:00am to 12:00pm
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Wed. February 28, 2024 - 6:30pm to 8:30pm
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Thu. February 29, 2024 - 10:00am to 12:00pm
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Tue. March 5, 2024 - 6:30pm to 8:30pm
Class size is limited to 12 seats
Coffee & Tea will be available
Click the button below to go to the "Class Calendar" to book your free class.
Confident Investor Program
Building Confidence in Investment Decisions
Program Description
This class is for students wishing to have a better understanding of what they are investing in through their company retirement plan (401k, 403b, etc). We have also heard from students that they like their financial advisor, but have no idea what they are talking about. We will explore the world of mutual funds and ETFs. What they are? What they are investing in? What are the fees? Which is better ETFs or Mutual Funds? Finally we’ll share Warren Buffett’s investing advice. It’s an easy way to begin investing on your own with low fees and only a small time commitment. It’s how we got started investing.
Sessions: 6 (~2 hours each)
Prerequisites: Get Started Investing!
Cost: $295
Program Overview
Week 1: Meet Warren Buffett
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Warren’s Five Criteria for Finding Great Businesses
Week 2: Financials
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Identify the key numbers and understand what they mean
Week 3: Competition
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Learn about the five types of competitive advantages and companies that possess them
Week 4: Evaluating Mgt.
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Learn how to evaluate the company’s management
Week 5: Is the Stock on Sale?
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How to determine a fair price to pay for a stock
Week 6: Practical Application
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Evaluate a new company with the Gemineye tool to make sure you got the hang of it.
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Included With the Program:
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Gemineye Stock Analyzer Tool
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(2) One-On-One Coaching Sessions
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(3) Mastermind Investing Group Sessions
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Binder with class notes and bonus materials
Program Details
Location: 174 South Road, Enfield, CT
Dates: March 13, 2024 to April 24, 2024
*Note: There will be no class on 4/17/24
Meets: (6) Wednesday Nights
​Time: 6:30pm to 8:30pm
Class size is limited to 12 seats
Coffee & Tea will be available
Click the button below to go to the "Class Calendar" to book your free class.
Mutual Funds vs. ETFs
Sessions: 1 (~2 Hours)
Prerequisites: Get Started Investing!
Cost: $95
Class Description
This class is for students wishing to have a better understanding of what they are investing in through their company retirement plan (401k, 403b, etc). We have also heard from students that they like their financial advisor, but have no idea what they are talking about. We will explore the world of mutual funds and ETFs. What they are? What they are investing in? What are the fees? Which is better ETFs or Mutual Funds? Finally we’ll share Warren Buffett’s investing advice. It’s an easy way to begin investing on your own with low fees and only a small time commitment. It’s how we got started investing.
Class Details
Date: Saturday, March 16, 2024
Time: 10:00am to 12:00pm
Location: 174 South Road, Enfield, CT
Class size is limited to 12 seats
Coffee & Tea will be available
You will learn:
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What Mutual Funds and ETFs are and the differences
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How to know which stocks are inside your mutual fund
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How to use "thematic" ETFs to diversify into niche markets
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Warren Buffett’s investing advice and how to implement it using mutual funds or ETFs
Click the button below to go to the "Class Calendar" to book your class.
How to Use Morningstar
Sessions: 1 (~2 Hours)
Prerequisites: Get Started Investing!
Cost: $95
Class Details
Date: Saturday, March 23, 2024
Time: 10:00am to 12:00pm
Location: 174 South Road, Enfield, CT
Class size is limited to 12 seats
Coffee & Tea will be available
Class Description
Morningstar is a powerful research tool that levels the playing field for individual retail investors. They provide analysis, ratings and research on stocks, ETFs, and mutual funds. It is a great place to begin researching a company you’re interested in. If you have mutual funds and ETFs in your retirement accounts or with a financial advisor, they can help you understand what you’re investing in and identify any red flags. Morningstar flagged a mutual fund we were invested in, allowing us to safely exit. While Morningstar is a paid service they offer a lot of valuable information for free. Join us as we explore both the free and paid side of Morningstar to gain valuable insights and information to make you a better investor.
You will learn:
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How to research mutual funds to identify any red flags
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How to research ETFs and obtain their ratings
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How to research stocks to learn about businesses, competitors, and obtain a company’s fair value
Click the button below to go to the "Class Calendar" to book your class.
How to Buy a Stock
Sessions: 1 (~2 Hours)
Prerequisites: Get Started Investing!
Cost: $95
Class Description
This is one of our more popular classes because once students learn what stocks they want to buy, the next logical step is to learn how to buy them. Schwab’s Think or Swim Paper Money simulates a live trading environment, allowing investors to practice buying and selling stocks without risking any of their personal funds. You will have $100,000 of paper money to practice and build a portfolio to see how you do. We'll show you how to set up the trading platform, enter, exit, and adjust orders to buy stocks. Set-up a Think or Swim watchlist to track all the stocks and ETFs you want to follow.
Class Details
Date: Saturday, March 30, 2024
Time: 10:00am to 12:00pm
Location: 174 South Road, Enfield, CT
Class size is limited to 12 seats
Coffee & Tea will be available
You will learn:
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How to select a broker
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The different order types and when to use them
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How to set-up and use the Think or Swim platform
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How to enter, exit, and adjust stock trades
Click the button below to go to the "Class Calendar" to book your class.
How to Build a Dividend Snowball!
Sessions: 1 (~2 Hours)
Prerequisites: Get Started Investing!
Cost: $95
Class Description
Dividend investing is a powerful strategy for creating passive income and growing your wealth over time. By consistently reinvesting your dividend income into additional dividend paying companies, you will create what’s known as a “dividend snowball” that compounds and grows your portfolio over time. You will learn about high quality companies with long track records of paying and raising their dividends each year. Even if you begin with a small portfolio, you’ll be amazed at the power of compounding. Get your dividend snowball rolling today!
Class Details
Date: Saturday, April 6, 2024
Time: 10:00am to 12:00pm
Location: 174 South Road, Enfield, CT
Class size is limited to 12 seats
Coffee & Tea will be available
You will learn:
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How dividends work
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How to find high quality companies with a long track record of paying dividends
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How to evaluate the quality and safety of the dividend
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How to build a diversified dividend portfolio
Click the button below to go to the "Class Calendar" to book your class.