Community Investment Trust: Moving from Owing to Owning (En Español) 3/31/2018 & 4/7/2018

Take the first step to become an investor in the Community Investment Trust

¡Conviértete en dueño de tu propia comunidad! ¡El primer paso es registrase para la clase de Moviendo de persona que Debe a Dueño a no costo!

Note this class will be in Spanish                                                 Esta clase estará en español. 2 Dias

The Community Investment Course “Moving from Owing to Owning” will prepare you to become a knowledgeable investor so that you can meet your financial goals. This class is a pre-requisite to becoming an investor in the Community Investment Trust.

What is the Community Investment Trust?

El Community Investment Trust es una única herramienta de inclusión financiera creada a apoderar residentes y fortalece comunidades.  Quien Puede Invertir:

Vivir en el código postal 97216, 97230 ,97233, o 97236

Tener al menos 18 anos

Tener un numero de Identificación Tributaria  (TIN)

 

Note that this is a 2 day class and will be held at Plaza 122 (2 Dias)                                

Lunch will be provided. Child care can be provided as well with enough advance notice

Comida Proveída.  Cuidado de Nino a Pedido.

 

Investment Trust:

  • Provides an opportunity for ALL residents (in the 4 zip codes to become investors)
  • The monthly investment amount is LOW and manageable at $10-$100/month
  • What is unique of this investment is that ALL the money YOU put in, is GUARANTEED by a bank this means:
    • Your Investment is protected from a downside, while its upside is tied to the property’s value
    • You can sell at any time in case you need the money for an emergency or any other reason

Who is Eligible?

To be eligible for the Plaza 122 CIT, you must:

  • Live in zip code 97216, 97230 ,97233, or 97236
  • Be at least 18 years old
  • Have a tax ID number (TIN)

Plaza 122

 

Topics covered:

Session 1:  Getting in Line with your Goals

  • What participants will learn:
    • How to lower what you owe and increase what you own
  • What participants will do:
    • Figure out your current wealth and compare with financial goals
    • Create a budget for savings and long term investment

Session 2: Getting in Line with your Goals

  • What participants will learn:
    • Address the gap between your financial goals and current net worth
    • Improve your credit score
  • What participants will do:
    • Take action on the gap between personal wealth and goals
    • Take action on your credit report and improve credit

Session 3: Investment Options for matching your Goals

  • What participants will learn:
    • How various investments work and their risks/benefits
  • What participants will do:
    • Identify potential barriers for saving and investing
    • Create a plan to stay on track with your financial goals

Session 4: Creating your Investment Plan

  • What participants will learn:
    • How various investments work and their risks/benefits
  • What participants will do:
    • Evaluate the suitability of certain investment options
    • Create an investment plan to help achieve your financial goals

Event Details

Cost:
Free
Date & Time:

Free

Rosewood Initiative | 16126 SE Stark St, Portland, OR 97233, USA
Location:
16126 SE Stark St, Portland, OR 97233, USA

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