FI 201 presented by Allen Hansen and Elliot Gross

Come at 5:30pm for social time. We will start the presentation promptly at 6pm. There is no potluck at this event, so if you know you'll be hungry, please bring something for yourself.

FI 201 moves beyond the basics to answer the question that actually matters: how do you confidently put money to work? This session clarifies the critical differences between saving, investing, and speculating—and why long-term investors embrace market volatility instead of fearing it. We’ll break down the full landscape of account types (taxable, tax-deferred, and tax-free) and investment options (from equities and bonds to real estate and alternatives), then connect it all through the powerful lenses of asset allocation and asset location. You’ll also learn how to think clearly about leverage, risk capacity vs. risk tolerance, and how seasoned investors stay disciplined during downturns. We close by translating theory into action—giving you a simple, proven path forward inspired by leading financial thinkers, along with practical resources to start executing immediately.