2. Agenda
Why should I to learn to invest?
Personal finances
Opening a brokerage account
Value investing
3. Why should I to learn to invest?
$1,133,529.44
$1,000 / Month
For 30 Years
At 7% ROI
$1,635,690.46
$1,000 / Month
For 30 Years
At 9% ROI
$2,388,250.54
$1,000 / Month
For 30 Years
At 11% ROI
$3,518,390.58
$1,000 / Month
For 30 Years
At 13% ROI
4. Why should I to learn to invest?
+$5,000 / Month
Lifetime
At 22% ROI
$1,845,089,203
$-
$200
$400
$600
$800
$1,000
$1,200
$1,400
$1,600
$1,800
$2,000
10% 14% 18% 22%
LifetimeReturn(Millions)
Annual Returns
Exponentially Increasing Returns
22. • The Millionaire Mind by Thomas J. Stanley
• Total Money Makeover by David Ramsey
• The Intelligent Investor by Benjamin Graham
• Value Investing, From Benjamin Graham to Warren
Buffett and Beyond by Joel Greenwald
Books
23. • Individual Investing Workshop – Session 2 January
31st 6:00 pm
• Individual Investing Workshop – Session 3 February
6th 6:00 pm
• An MBA Guide to Buying a House – Time and
Location TBD
Upcoming workshops