Investing 101: What are stocks and bonds? What do I need to know?

Wed, 07/26/2017 - 6:00pm
Description: 

Financial Wellness Workshop: how to manage your money after college

Join the College of Pharmacy Alumni Society for the third in our series of financial education workshops. Pharmacy alumnus and financial advisor, Joel Altschule, presents "Investing 101: What are stocks and bonds? What do I need to know?" You've balanced your budget and bought your home, now learn what you need to do to set yourself up for financial success in the future and into retirement.

This session is complimentary and includes a light dinner.

Parking is available in the Cannon or 12th Ave garages.

Register online or call 800-762-5646

 

Joel Altschule is a native of Hillside, New Jersey. Joel attended Ohio University before receiving a Bachelor of Science degree in Pharmacy from The Ohio State University in 1971. Joel has over 30 years of experience in the financial services industry. He is primarily responsible for identifying and analyzing the needs of his clients, designing investment plans to address those needs, executing the investment process associated with those plans and monitoring the performance of the plan over time. Since 2011, he has served as first vice president-wealth management-senior portfolio manager at UBS Financial Services, Inc. in New Albany, Ohio. Prior to that, he was first vice president-financial advisor at Morgan Stanley in Columbus. 

Licenses:

General Securities Supervisor FINRA License Series 9 and 10
General Securities Representative Examination FINRA License Series 7
Uniform Securities Agent State Law Examination FINRA License Series 63
Uniform Investment Advisor Law Examination FINRA License Series 65
National Commodity Futures Examination FINRA License Series 3

Registered States:
AK, AL, AZ, CA, CO, FL, GA, IL, IN, KS, KY, MA, ME, MI, MS, MT, NC, NH, NJ, NY, OH, PA, SC, TX, VA, VT
 

Location: 
250 Parks Hall, 500 W. 12th Ave, Coumbus, OH 43210