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01/21/2020 at 6:30 pm - 8:30 pm

Wake Tech Community College - Western Wake Campus
3434 Kildaire Farm Road
Cary, NC 27518

Wake Tech Community College
Western Wake Campus

Conservative Investing 

This is a 2 Night Event – Tuesdays – 1/21 & 1/28
Course Code:  CSP-4000IV2

A Classroom Course teaching Simple Steps you can take TODAY to plan the RETIREMENT you want TOMORROW!


Register on-line now!      Wake Tech Edu  
Registration Help by Phone –    919-334-1612 or 919-334-1616
Register In Person at any Workforce Continuing Education Office
Mail in Your Registration  



Course Description –

Are you fearful of the next market crash but don’t want to miss out on the potential return the market can provide? This comprehensive course addresses the biggest concerns and challenges faced by most Americans when planning their investment strategy. Your instructor will cover the essentials of a sound investment plan and break down key concepts in easy-to-understand terms.

You will leave with a much better understanding of investment planning and have the tools, insights, and strategies  you need to make informed decisions and confidently build an investment portfolio that will help you pursue your specific needs and goals.


  • A history of the markets – From Bulls to Bears
  • Determining your personal risk tolerance and your own unique “Color of Money” 
  • The relationship between growth, protection, and liquidity in your portfolio 
  • Wall Street “Myths” and common investment “Mistakes” 
  • How to create an income stream you can’t outlive 
  • Strategies to help combat inflation and changes in interest rates 
  • Tying it all together with Social Security and Pensions
  • Planning for the “unexpected” – Sequence Risk and Long-term Care


  • If you are concerned about stock market risk, taxes, inflation, or the next recession
  • If you like the concept of participating in the markets without taking all the risk
  • If you have a fear of running out of money in retirement
  • If you want a better understanding of your IRA/401(k)
  • If you want to make an informed decision on Social Security and Pensions

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