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Investment Education

Golden Hills Financial Group is committed to educating individuals, employees, and executives so they feel confident and empowered to make more educated investment decisions for 401k selections and personal accounts. We understand that many investors prefer a learning environment with an experienced instructor who will provide the method for them to apply concepts and a comfortable atmosphere to ask questions. This is why Rita Janaky, CEO/Founder of GHFG and 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.


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: Fundamentals of Investing

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 risk assessment and 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.

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

Both classed are designed to help you be a better money manager.  They are for anyone who wants better-than-average investment returns.  Come join me for an active learning experience!

We can bring these classes in-house for employee education!  Give us a call or e-mail for additional information.