Money Smart Week: October 8-15

by financialmom

in Financial Education, Money

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October 8-15 is Wisconsin’s Money Smart Week. Money Smart Week in Wisconsin is sponsored by the Chicago Federal Reserve and the Wisconsin Department of Financial Institutions. This year we have an abbreviated calendar of events, a transition used to introduce the move to a nationwide week of free financial literacy, starting in April of 2012.

Money Smart Week classes in Sheboygan County this year are being held in two locations: Sheboygan LTC (Job Center building), and the new Plymouth Intergenerational Center building, in Plymouth.

Did I mention classes are free? Presenters volunteer their time to teach the classes, and every presenter signs an agreement stating they will not sell anything during their classes. I’ll say it again – no obligation, free financial education!

Study after study shows the majority of women still feel they are not educated enough about their family finances and investments, and as a result are uncomfortable making financial decisions. Here’s a great opportunity to get some free education, and change your financial future.

What follows is a shameless promotion of the classes I am teaching this year for Money Smart Week:

Basics of Investing

You asked for it – here it is!  If you don’t know what a stock or bond or mutual fund is, this class is for you.  Basics of Investing will cover different types of investments and what they are used for, and different types of investment accounts to put them in.  Also covered will be important investing concepts, including risk, time horizon, and investor behavior.

Here’s the schedule for Basics of Investing:

Plymouth Intergenerational Center (1500 Douglas Drive, Plymouth)  Monday October 11, 7:30 – 8:30 pm, Multipurpose Room B

How To Be An Intelligent Investor

How are you making your financial decisions? How do you know you are choosing the right financial decisions for you, even in your 401k? How do you know if your investments are doing well? This class will teach you how to be a more intelligent investor.

Here’s the schedule for How To Be An Intelligent Investor:

Sheboygan LTC Campus (3620 Wilgus Avenue, Sheboygan)  Tuesday October 12, 7:30 – 8:30 pm, Room S109/111

For More Information

For more information on the classes I am teaching, please call or email me.  For a full calendar of events for Money Smart Week classes all over Wisconsin, check out Wisconsin’s Money Smart Week website. If you do not have Money Smart Week in your state, contact your area’s Federal Reserve Bank to request this program in your area.

New Profile Pic 2599R Money Smart Week: October 8 15Pamela Otten is CEO of Pamela Otten LLC, a Registered Investment Advisor. She loves to work with women business owners and entrepreneurs, and women in transition due to job change, death, or divorce. Pamela will help you set and reach your financial goals, educate you to understand your investments, and teach you how to do more charitable giving. Pamela is a Qualified Kingdom Advisor (, trained and committed to integrating biblical principles with her investment advice.

cc smallest Money Smart Week: October 8 15Photo Credit – moneysmartwi

Financial Planning, Investment Advice, and Investment Management provided through Pamela Otten LLC, Registered Investment Advisor.

The opinions voiced in this material are for general information only, and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, please consult your financial advisor prior to investing.

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