Investing Your Accounts Yourself

Investing on your own is possible. We want to show you how.

This beginner-friendly masterclass is designed to help you better understand what those options are and take the first steps toward managing your accounts with clarity and confidence.

In this class powered by My Money Plan you will learn:

• Common investing options and account types.
• How to think about risk tolerance in relation to your goals.
• Why your time horizon matters when creating an investment plan.
• The basics of buying securities on your own

Whether you’re just getting started or looking to feel more informed about your current accounts, this session is built for people of all ages and experience levels. Simple, approachable, and practical.