Investing 101: The Basics to Understanding Stocks, Bonds, and other Assets

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Intended Audience

Employees participating in their company sponsored 401(k) / 403(b) retirement programs.

Webinar Description

You’re contributing to your company’s 401(k) or 403(b) plan — but do you feel fully confident in how your money is invested?

With constant headlines, market swings, and financial “hot takes,” it’s easy to feel uncertain about what actually matters.

Join us for an upcoming webinar designed specifically for employees participating in their company-sponsored retirement plan. We’ll break down investing fundamentals in clear, practical terms — without jargon or hype.

In this session, we’ll cover:

  • The core differences between stocks and bonds — and why they matter in your portfolio
  • What recent market movements really mean (and what they don’t)
  • A straightforward framework for investing with purpose and aligning your strategy to your long-term goals

If you’re feeling the pressure to build wealth but want greater clarity and confidence in your approach, this session will give you a disciplined, practical foundation to move forward.

File #

7763605.1

Webinar Presenter

Michael Orsatti
Financial Wellness Advisor
Retirement Plan Consulting
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