GOLDEN HILLS FINANCIAL GROUP, LLC

A Colorado Springs, Colorado investment management & business valuation woman-owned business.

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Education

GHFG is committed to educating individuals, employees, and executives so they feel confident and empowered to make more educated investment decisions. We understand that many investors prefer a learning environment with an experienced instructor who will provide the method for them to apply concepts and to ask questions. This is why Rita Janaky, CEO/Founder of GHFG and former university finance faculty, offers investment education.

The classes are interactive and utilize real-world projects that will truly help you apply what you learn to your own investments.
 
Investing Classes

Does investing intimidate you?    Well, it doesn’t have to. 

Come join me to gain knowledge and confidence in making money management decisions. 

If you wonder if you have too much in the stock market, are being too conservative, or are just perplexed at how to invest your 401(k), IRA, or other investments, please read on! These just might be the perfect classes for you!

Course Title: Investing – Basic.  This course provides the foundation for you to create an investment portfolio designed to meet your personal financial goals. 

What will I learn?

  • How to create an investment portfolio that lets you sleep at night. 
  • The right mix of stocks, bonds, and cash based on your personal risk assessment and the rate of  return needed to reach your financial goals.  
  • What diversification means and why it's important to your portfolio.
  • The difference between a mutual fund, index fund, and exchange traded fund.
  • Investment terminology.
  • Sources of investment information.

Course Title: Investing – Intermediate. This course expands on the topics covered in Investing – Basic.  You will learn more advanced concepts and tools to manage your investments.

Both classed are designed to help you be a better money manager.  They are for anyone who wants better-than-average investment returns. 

Instructor:  Rita Janaky, CEO   (Click on my name to read my biography)

REGISTRATION INFORMATION

Location:  1115  Elkton Drive, Suite 300, 80907 (from I25 west on Garden of the Gods Road.  Right on Elkton Drive to Key Business Center.  Elevator to 3rd floor.)

Times: Investing – Basic: Wednesday, August 6, 5:30-8:30 p.m.
              Investing – Intermediate: Wednesday, August 13, 5:30 – 8:30 p.m.

Fees:  Each class: $65 per person--Bring a Buddy and save 25%!  $49 per person
            Both classes: $110 per person--Bring a Buddy and save 25%! $83 per person
Included: hands-on in-class assignment, handouts, resources, refreshments and snacks.

Registration deadline: Friday, August 1.  Call 719.260.8000 or email
rita@goldenhillsgroup.com.  Checks made payable to Golden Hills Financial Group, 1115 Elkton Drive, Suite 300, Colorado Springs 80907

100% money back guarantee! 

Comments from past participants.

“For the first time I feel like I understand enough about the basics to make more informed decisions about where I put my money.  I’m much less intimidated by the basics of investing than I was 2 weeks ago.  Thanks!” Karen Siebring, Human Resources Director, Colorado Springs, Co

“… helped me to understand general ideas so I can move on and manage my own portfolio.  Like the explanations of each item discussed.”  Tracie Lain, Accounting Assistant, Colorado Springs, CO

Come join me for an active learning experience!  If you would like to bring these classes in-house for employee education, call contact us.

5 Common Mistakes to Avoid When Buying/Selling a Business

The more you know, the better you will do.  This course is offered to organizations that are interested in buying another business or to shareholders who want to sell their firm. 

Purpose: Help participants avoid mistakes associated with the acquisition or sale of a business. The financials, due diligence, and buyer/seller planning are all crucial elements of the successful decision-making process.

What you will learn:

  • What due diligence is necessary to make an informed decision.
  • How to be prepared and plan ahead for the sale of your business.
  • Why buyers and sellers rush into deals. You will learn how can you avoid the "rush".
  • Learn how to evaluate what you're really selling or buying. The adjusted financials are discussed with examples for clarification.
  • Determining a realistic value: Seller mistakes and buyer perspectives.

Give us a call or e-mail for additional information.