Lunch & Learn: Financial Programs with the SEC

SEC lunch and learn graphics for March/April 2023

Representatives from the Fort Worth regional office of the Securities & Exchange Commission will provide information about saving, investing and avoiding fraud/scams. 

Each presentation is free and will be conducted at noon via Zoom, followed by a Q&A session.

March 28: Saving and Investing - A Roadmap to Your Financial Security

Knowing how to secure your financial well-being is one of the most important things you'll ever need in life.

You don’t have to be a genius to do it. You just need to know a few basics, form a plan, and be ready to stick to it. No matter how much or little money you have, the important thing is to educate yourself about your opportunities.  There is no guarantee that you’ll make money from investments you make. But if you get the facts about saving and investing and follow through with an intelligent plan, you should be able to gain financial security over the years and enjoy the benefits of managing your money.

Smart money management begins with saving.  Saving is important for emergencies, education, big purchases, and family.  Saving is the money you earn but don’t spend.  Investing is making that money grow.

  • We’ll talk a little about managing debt and making smart use of credit.
  • Then, we’ll talk about strategies for saving and investing.
  • We’ll discuss some ideas on how to plan for retirement, including a discussion of employer-based and individual retirement investment options.
  • And finally, we’ll go over tips to protect your money from fraudsters.

Time: Noon

Place: Online via Zoom

Register 

April 26: Stopping Affinity Fraud in Your Community

Don't be a victim!

Protect yourself against faith-based and other affinity groups fraud. Affinity frauds target members of identifiable communities and groups.  Fraudsters often are members of the group or pretend to be. 

The SEC’s Office of Investor Education and Advocacy believes it is important to raise awareness regarding investment scams that target groups. In this guide, you will learn key strategies for protecting yourself and your community from the potentially devastating impact of affinity fraud.

We will cover:

  • A quick overview of the Securities and Exchange Commission and our mission;
  • An introduction to the common warning signs of investment fraud;
  • Some common investment scams, and a special warning about scams committed by people we may trust: we call that affinity fraud;
  • And finally, some tips to keep fraudsters from stealing your hard-earned money and a look at the SEC resources that can help

Time: Noon

Place: Online via Zoom

Register

 

 

About the SEC

logo for Securities and Exchange Commission At the Securities and Exchange Commission (SEC), we work together to make a positive impact on America’s economy, our capital markets, and people’s lives. For more than 85 years since our founding at the height of the Great Depression, we have stayed true to our mission of protecting investors, maintaining fair, orderly, and efficient markets, and facilitating capital formation.

Our mission requires tireless commitment and unique expertise from our staff of dedicated professionals who care deeply about protecting Main Street investors and others who rely on our markets to secure their financial futures. Learn more about specific SEC functions and responsibilities carried out by various divisions and offices within our Washington, D.C., headquarters and 11 regional offices around the country.

 

Fort Worth Regional Office

The SEC's regional office has jurisdiction in Texas, Oklahoma, Arkansas and Kansas. Learn more at its website

When

  • Tuesday, March 28, 2023 | 12:00 PM - 01:00 PM
  • Wednesday, April 26, 2023 | 12:00 PM - 01:00 PM
Lib-sum-adult Virtual