Understanding finance is important.  

Aspen Capital Fund offers education important to understanding financial management.  Our seminars are catered to the first time investor and those who are intimidated by finance.  We speak in common languages and simple terms offering access to tools created for building financial security.    Our Simple Investing workshop is perfect for Hispanics, Women and Minorities.    Learn important retirement terms and concepts and start putting a plan together.

Why we offer the Simple Investing workshop.

To provide access to Hispanics, Women and Minorites.

If barriers to financial security remain in place Hispanic and Minorities economic prospects dim affecting spending, entrepreneurship, and workforce participation on overall prosperity.

Hispanics rely on Social Security for at least 90 percent of their family’s total income.

Hispanics are less likely to have other, non-Social Security sources of retirement income: 73 percent of Hispanic beneficiaries rely on Social Security for at least half of their retirement income,

Many Hispanics do not participate in workplace savings plans or are not offered plans.

Other assets – like stock holdings, home equity, inheritances, and small business ownership – can also provide income during retirement.

The overall wealth gap between the average Hispanic family and the average white family was an astounding $522,000 in 2010.

Let us help you understand and improve your decisions to improve your financial security.

As professionals we provide the information, skills and knowledge people need to make informed decisions about their finances.

For Who:

Hispanics, Women and Minorites.  First time investors from 22 to 55 learn from another Hispanic that is a first generational investor and saver.

For many we have learned that you must earn, but not that you must save.    This Simple Investing workshop is perfect for you.

Today investing is for everyone and it is simple and affordable.

What you will learn:

1 Investing is your way forward

Build your wealth. Money that’s growing is the best kind of money. Invest to keep your life moving toward the future you want.

Get something you want. Second honeymoon? Bigger house? Whatever your goals are, invest to build the funds you need for them.

Plan your retirement. It’s never too early or too late to start a traditional or roth IRA. ­­­­With a nest egg for tomorrow, you’ll sleep better today.

2 Investing Terms:

What is an Individual Retirement Account.

What is Compound Interest.

What is Wealth.

What is Universal Index Life Insurance.

3 How to start:

With $5.

Making the most of your insurance.

Goal Planning

3 The tools


Nationwide Universal Index Life Insurance

Aspen Capital Fund


Thursday January 18  2018 6:00 PM to 7:00 PM

Thursday January 18  2018 7:15PM  8:15 PM

Saturday January 20 2018 9:30 AM to 10:30 PM

Saturday January 20 2019 11:00 to 12:00 PM

Thursday February 8 2018 6:00 PM to 7:00 PM

Thursday February 8 2018 7:15 PM to 8:15 PM

Saturday February 10, 2018 9:30 AM to 10:30 PM

Saturday February 10, 2018 11:00 AM to 12:00 PM