Workshop Description

Security in Securities: Fundamental Methods for Creating an Investment Portfolio

The way in which the stock market works can be confusing for both students and teachers.  This session in our Summer Speaker Series will explore the fundamentals for creating and maintaining an investment portfolio that consists primarily of stocks, bonds, and mutual funds.

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George Mason University Center for Economic Education

Aug 10, 2021
4:00 pm - 5:00 pm
Registration Deadline: August 10, 2021
Grade Level: High School, Middle School
Potential Recertification Credits: 1

The way in which the stock market works can be confusing for both students and teachers.  This session will explore the fundamentals for creating and maintaining an investment portfolio that consists primarily of stocks, bonds, and mutual funds.  We will discuss how to differentiate the different types of securities investments and how each is uniquely traded.  In addition, teaching resources and simulations will be presented in order to assist with bringing this topic to life in the middle and high school classroom.

We will be joined by Samantha Wooten, financial advisor with Journey Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC.  Sam will bring her experience as a five star wealth manager to demystify the world of securities trading to make it approachable to students.


Fee: NO CHARGE


Instructor: O. Kate Scott, Associate Director
Contact Person:
O. Kate Scott, Associate Director
Center for Economic Education
George Mason University
703.268.8938
oscott2@gmu.edu

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