Build wealth, manage risk and retire well with mutual fund investing

Up to
Online via Zoom

No materials needed

Who’s this for?




To be a savvy investor, you need to understand risk and diversification. Learn how to pick quality mutual funds for your employer retirement plan or your own IRA to build a strong financial foundation.

During this workshop, we will cover:

  • Risk tolerance
  • Asset allocation
  • Mutual fund definitions: Morningstar Style Box, Performance, Top 10 Holdings, Portfolio mix, Active vs passive management
  • Mutual Fund research on any financial institution platform
Smart Sister Finance


Smart Sister Finance

Bridget Jones is the Founding Sister of Smart Sister Finance and she believes strongly that through financial knowledge and conscious choices, you can reach any life goal. Bridget’s superpower is making complex concepts easy to understand and, in her classes and coaching sessions, she makes finance accessible, achievable and fun. Her tenacity and engaging style have helped clients make life-changing decisions about their money and their purpose.

Bridget was a Certified Public Accountant for 15 years and held executive level roles at Clif Bar & Company, Potbelly Sandwich Works and Whole Foods Market. She now uses her professional and personal experience to coach others on their finances. Boost your money confidence and unlock your life choices by attending a Smart Sister Finance session today.

Photo of Bridget Jones, founder of Smart Sister Finance

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They've worked with people at

Motorola solutions
Exelon Foundation
Clif bar
Potbelly Sandwich Shop
Whole Foods Market

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Upcoming dates


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Upcoming sessions

Feb 25, 2022
9:00 am
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