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Investing 101 for Graduate Students

April 23, 2014 @ 3:00 pm - 4:30 pm

This session will cover topics to help graduate students make better investment decisions for now and for the future; both in personal and retirement accounts. Topics will include:

  • Stocks, bonds and mutual funds.
  • Understanding categories of mutual funds
  • Various types of retirement plans: IRA, ROTH, 401(k), 403(b) etc.
  • Establishing an investment objective
  • How to find a financial adviser
  • Research sources
  • How to open an investment account
  • Retirement planning

Facilitated by: Richard Blankenship (Franklin Street Partners) and Creighton Blackwell (Coastal Federal Credit Union)



April 23, 2014
3:00 pm - 4:30 pm
Event Category:


The Graduate Student Center
211A West Cameron Ave.
Chapel Hill, NC 27599 United States