Understanding Mutual Funds
The second in the Learn to Invest series, this class will take place on Zoom.
Come hear about mutual funds and risk and return from the U.S. Securities and Exchange Commission’s Office of Investor Education and Advocacy.
With an understanding of the different types of mutual funds and risk and return, you can take steps to grow your nest egg. Discussion will also cover the importance of starting to save early, the impact of investment fees and the red flags of investment fraud. The SEC has many great resources for you wherever you are on your financial journey.
The U.S. Securities and Exchange Commission’s (SEC) mission is to protect investors, maintain fair, orderly, and efficient markets, and facilitate capital formation. The SEC’s Office of Investor Education and Advocacy advances the agency’s mission of investor protection by responding to investors’ complaints and inquiries, and providing educational programs and materials.
Alan E. Sorcher is an Assistant Director in the Securities and Exchange Commission’s Office of Investor Education and Advocacy (OIEA). Alan assists OIEA in its mission to inform and educate investors on frauds and other information relevant to investing in securities. Earlier in his career, Alan was a Branch Chief in the SEC’s Division of Enforcement, a Senior Advisor at Treasury’s Financial Crimes Enforcement Network and Senior Counsel at the Federal Reserve Board. Alan also spent almost ten years as a Managing Director and Associate General Counsel at the Securities Industry and Financial Markets Association. Alan holds a B.A. from the University of Pennsylvania and a J.D. from the Boston University School of Law.”
You might also be interested in attending these events:
An Introduction to Investing in Stocks, April 18 (Zoom)
Investing with Your Values, April 27 (Zoom)
Make Educated Investment Decisions with Value Line, May 4 (In-person)
BPL’s Business & Career Center is generously supported by Dime Community Bank, Lead Funder of the PowerUP! Business Plan Competition, Dr. Beverly S. Jacobs, Ridgewood Savings Bank, and Reference Solutions.
