No matter what age or stage of life you are in, having a financial plan is vital. But have you ever felt overwhelmed at the thought of a financial plan? Do you not know where to begin in terms of how to manage your investments? This class discusses all the complexities of a financial plan and managing your investments so you can take charge of your wealth!

This seminar introduces participants to the fundamentals of using stock options as part of an investment strategy. The course explores the potential benefits and risks of using put and call options to supplement income, increase returns, and protect stock positions from significant losses. Participants will also learn how limit orders can be used effectively when buying and selling stocks or options. Instruction will include short YouTube videos and demonstrations using the Fidelity Investments trading platform to illustrate portfolio management concepts. Guided discussion will focus on building a personalized investment portfolio and practicing hypothetical trades in a structured, educational environment.