Tuesday, February 06, 2007

Investing 101 - Introduction

We are planning to start a series of classes on investing for about 10 weeks, once a week, every sunday at 10:30 AM - 12:30 AM.

This Sunday, Feb 4th, my friends and I got together and chalked up a plan for the next 10 weeks or so.

These are the topics we are going to discuss, a few presenters have signed up, so look out for their names.
  1. 401 K - Srikant - Feb 18th, (We need one more person for this) for about 2 weeks.
    • Company Match 401K.
    • Penalty.
    • Going back to India
    • How much %
    • Kind of investments.
    • Balancing with Current expenditure.
    • Loans on 401 K.
    • Is it really worth it?
    • How can you convert to IRA ?
    • How can I invest 401 K money on my own?
    • 401 Transfer.
    • Age Factors.
  2. Roth IRA. (Pradnya) - 1 week
    • What is it?
    • How to pick the investment firm?
    • Can you do it on your own?
    • Tax benefits.

  3. Life Style (Ramya) - 1 week
    • Latte factor
    • Environment
    • Part Time work
    • Pregnancy, Kids
    • Health
    • Shopping, deals.
  4. Real Estate - Home buying (Bharath) - 1 week
  5. Bonds, Mutual Funds - 1 week (*)
  6. Stocks - 2 weeks (Kamal, upto 2 more people can talk here.)
    • What is it?
    • Technical terms
    • Large, Mid, Small caps.
    • etc.
  7. Investing in India (Sujan, Anyone else?) - 1 week
  8. Real estate investing - other than home - 1 week
  9. Misc 1 - 1 week. (*)
    • Savings
    • Cash in hand
    • Tranfers to India.
    • Employer benefits
    • HSA
    • Tax.
    • etc.
  10. Misc 2 - 1 week (*)
    • US Dollar
    • Liabilities, Assets
    • Business.
For everyone, who is going to join the class, please pick a topic you can are comfortable with presenting and let me know.

Looking forward to writing more Investing 101 posts as the weeks progress. Stay tuned !

1 comment:

Brat said...

awesome buddy ... u might want to think about starting a new blog and adding people as contributors .. presenters will blog their topic ....

just a thought!!!!