Lunch 'n' Learn

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OakFit offers Lunch 'n' Learns! OakFit's Lunch 'n' Learn series will focus on a variety of different topics such as nutrition, parenting, sleep, safety and self-defense, exercise, and much more!

 

Sign up for a Lunch 'n' Learn through WorkDay. Participants can attend live or if they register will receive a recorded presentation.

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October Lunch 'N' Learn

Investing Bootcamp

  • Date: 10/17/2023 12:00 PM - 1:00 PM  
  • Location: Virtual Session - Microsoft Teams
  • Introduction: Money is America’s #1 stressor, but it doesn’t have to be.

Are you confused about the difference between stocks and bonds? What a mutual fund is and what ETF’s are? Money is America’s #1 stressor, but it doesn’t have to be. In this discussion, participants will be taught the 2 saving and investing priorities; what stocks, bonds, cash, mutual funds, and ETFs are; 3 key principles of asset allocation, diversification, and asset location; the power of taxadvantaged accounts: 401ks, IRAs, and Roth IRAs; and the 5 step that can effectively help one create and manage their own investment plan. Every attendee will leave feeling less stressed and more confident in their investment decision-making.

Click to register

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2024 Lunch 'n' Learns
2023 Lunch 'n' Learns
2022 Lunch 'n' Learns