UWT Center for Financial Wellness 4-Part Series

Stock Market Investment Challenge Simulation using Stock Track (finance gamified!)
Meets Feb. 8th, 15th, 22nd, and 29th
*must attend all 4 sessions to play!! Free lunch-open to all UWT students and the community

What is it?

An instructional series which is a combination of self-education through top quality
articles, instruction about The Basics, Research and Strategy and the steps for Successful
Investing taught by a 30+ year experienced financial advisor, and by investing in stocks,
exchange traded funds (ETFs), mutual funds and bonds utilizing a state-of-the-art investment platform which results in a Stock Market Simulation.

What Subjects will be Covered? 

The Basics: What is a Stock? What is a ETF? What is a Mutual Fund? What are bonds? 
Research and Strategy: How the stock market works and why it works
Successful Investing

Kirk has more than 30 years of experience in the financial services industry. Since 2017, Kirk has distinguished himself as a financial advisor for Edward Jones. Dedicated to service on behalf of others in his professional and personal life, he has earned distinction as a client-oriented advisor, specializing in wealth management, estate planning, and retirement planning. He also provides coaching and guidance to fellow financial advisors as a way to give back to his company and his professional community.