Women (and Men): How to Protect Your Financial Investments
An OSHER@Dartmouth winter term course offered by Study Leaders Barry Glennon and Kevin Moquin
Professional Securities Regulators Kevin Moquin and Barry Glennon provide insight in protecting your assets
from financial fraud. Kevin was the Senior Staff Attorney at the
New Hampshire Bureau of Securities Regulation. Barry joined the New
Hampshire Bureau of Securities Regulation in 2001.
This two-session course provides unbiased basic financial instruction designed for women. It will assist women in understanding the sometimes enigmatic world of finance. The first session includes techniques to detect/prevent fraud. We shall also cover how to evaluate salespeople, advisers, and unscrupulous selling practices. The second session includes special considerations for investing when retired, an introduction to common investments, and simple estate planning concepts. We will review recent studies on senior investing psychological tendencies and common investing mistakes.
12:00 PM - 2:00 PM on Mondays from March 4 through March 11, 2019. Course fee is $40; must be an OSHER@Dartmouth member to participate.