Green Bay Packers Family Programs presents… Traders Club, an educational program to help you become a better investor.
Traders Club is one of the financial wellness benefits provided by the Green Bay Packers through MoneyAdvice@Work®. Their team helps individuals and families across the U.S. learn to make good financial choices, accomplish their lifestyle goals, and improve their relationships through a blend of education, advice, and coaching.
Stay tuned for more information!
Building & Monitoring Portfolios (201)
Previously recorded on November 23, 2021
Guest speaker Matthew Vandre, MS will share in-depth knowledge of portfolio construction and market forces.
Bonds (201)
Previously recorded on October 26, 2021
Guest speaker Jonathan Nolan, CFA and Senior Research Analyst for Francis Investment Counsel will share in-depth knowledge of bond types and the methods used to evaluate them.
Technical Stock Analysis (201)
Previously recorded on September 28, 2021
Guest speaker Edward McIlveen, CFA and Principal Vice President of Investment Consulting Services and Chief Investment Officer of Francis Investment Counsel will share in-depth knowledge of popular charting methods and quantitative techniques to inform your trading decisions.
Fundamental Stock Analysis (201)
Previously recorded on June 3, 2021
Guest speaker Kevin Roloff, CFA shares an introduction to stock types and methods for evaluating companies.
Mutual funds & ETFs (201)
Previously recorded on May 13, 2021
Guest speaker Matthew Vandre, MS shares in-depth knowledge of mutual fund and ETF types, distinctions, and methods used for evaluating them.
Mechanics of Investing (201)
Previously recorded on April 22, 2021
Guest speaker Matthew Vandre, MS shares in-depth knowledge of investor types, long and short positions, and orders.
MoneyAdvice@Work® is offered through Francis Investment Counsel, a Registered Investment Adviser with the SEC.