Posted: 04/17/2007

Two Financial Workshops Offered

Selecting Mutual Funds for Your Portfolio
Tuesday, May 15
11:30 - 1:30
Tresidder Union

This workshop is recommended for those who desire a greater understanding of how to select mutual funds. If you attend this course, you will gain more in-depth knowledge of important factors when selecting mutual fund investments. By using real life examples and exercises, you will attain important skills for future investment selections.

How to Register
To assure a seat, register for the workshop(s) you?d like to attend through STARS.
? Go to http://axess.stanford.edu and log on using your SUNet ID and password
? Click on the Training tab at the top of the screen
? Click on Browse Catalog in the list on the left of the screen
? Click on Benefits
? Click on BenefitSU and find the workshops .

For help enrolling or if you don?t have computer access, call 725-8479.

The workshop includes:
? Review retirement plan investment choices.
? Find out four reasons why retirement plan loans are discouraged.
? Evaluate the ramifications of plan rollovers, transfers, and distributions.
? Define mutual fund terminology and fund types.
? Complete a personalized risk tolerance survey.
? Identify six risks that are typically present in most retirement plans.
? Assess the power of compounding and the impact of inflation.
? Utilize five essential tools to help manage risk.
? Learn important asset allocation techniques for retirement plan investing.
? Analyze and modify retirement plan portfolios.
? Avoid eighteen common retirement plan investing mistakes.



Learn how a mutual fund operates.

Distinguish between investing in mutual funds vs. stocks and bonds.

Utilize a four-step process when evaluating and selecting mutual funds.

Find out how to determine which mutual funds are suitable for various financial goals.

Uncover eleven popular fund types and the securities associated with each.

Evaluate mutual funds using eight important criteria.

Discover if a fund's name is misleading.

Compare mutual fund performance to peer funds and indexes.

Identify various forms of risk that impact fund performance.

Assess the types of mutual fund fees and expenses and their impact on performance.

Recognize hidden sales charges in many so called "no load" mutual funds.

Discuss the three ways mutual fund investors incur taxes.

Review turnover ratios and their impact to mutual fund investors.

Manage to open a mutual fund account for less than the minimum using one of three different techniques.