Description

In this class we demystify the basics of stocks, bonds, mutual funds, ETF’s and more.  Our discussion includes market cycles and how the different investments perform in up and down markets. We also talk about investment fees and how they affect your returns. The goal of this course is to give you critical thinking skills to help you make informed decisions.

Barbara Norman began her career in the Financial Services Industry in 1986.  She is the CEO of Sage Path Solutions, a boutique firm that offers wealth management, and financial and tax planning.  She is a fee-only advisor and adheres to the CFP® Board’s strict fiduciary standard of putting her customer’s need first.  Barbara is the Founder of the Women’s Financial Academy, an educational foundation.  She hosts a weekly podcast, Sage Money Conversations, where she explores money, common mistakes, misconceptions, and taboo topics.  She is a graduate of UCSD, a Certified Financial Planner™, a Chartered Financial Consultant, and a Certified Divorce Financial Analyst.  Barbara is a professionally trained speaker and storyteller and enjoys taking complex topics and making them easy to understand and relate to.