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Principles of Sound Investing


Classes for Adults / Business & Technology -
Spring 2025-Adult

Every investor must start somewhere. We’ll cover investment basics including U.S. markets, volatility and risk and building a foundation, and types of investments including stocks, bonds, mutual funds and exchange traded funds, as well as the importance of asset allocation and diversification.

Colin Surges

Colin graduated from Baird’s highly competitive Financial Advisor Foundations Program in 2018 where he worked through rigorous rotations that provided him the work experience and educational opportunities necessary to become a Financial Advisor. Colin obtained his CERTIFIED FINANCIAL PLANNER™ designation in 2022.

 May 2025 
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2823SA

  Colin Surges


1780 West 7th : 1204 Classroom
Thursday, May 15
6:30 - 7:45 PM

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Min Age   16 yr.

Fewer than 5 spots left