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MASTERCLASS SERIES: DIY Investing with Betterment

DIY investing can feel like a stressful gamble for those new to the process... which makes awesome, robo-advisory tools like Betterment all the more powerful. Join us and learn:

  • What Betterment is and how it makes managing your investments as easy as (a) pie (chart)
  • How to create a login and your first accounts on the platform
  • The easiest way to adjust your portfolio settings and risk level
  • The ins and outs of depositing cash and initiating rollovers from other investment companies
  • How to keep up with your accounts over time

Spend a couple hours working through this mini-course, and prepare to finally get excited about managing your own investments!