Wall Street 101 Workshops

for

Adults, Seniors & College Students

Do you ...

  • Worry losing your retirement savings when the stock market is down.
  • Never look at your 401K/ retirement savings because you are afraid of what you might see.
  • Want to understand what your broker is talking about.
  • Want to know if your broker or advisor is making decisions that are right for you.
  • Fear that losing a partner or spouse will leave you in financial limbo.
  • Have financial goals but are not sure how to reach them.
  • Want to grow your money by making smart investments but are not sure where to start.
  • Want to learn more about Wall Street and the financial world so you can confidently manage and grow your money?   

If YES to any of the above questions, join a 2 hour workshop.

Get started with Investing

Stocks, ETFs and Mutual Funds

What are stocks, ETFs and Mutual Funds?  

Explores the various types of stocks to invest in.  

You will learn about the difference between:

  • Value or Blue Chip Stocks
  • Growth, Penny and Meme Stocks.  

Understand what are Mutual funds and EFT’s are, how they work and how to use them as part of your investing strategy.

Learn to change your investments over time as you grow older.

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Bonds

What are Bonds and how they work?

Learn about the different types of Bonds:

Government, corporate and municipal bonds

Explore how each type of bond offers distinct opportunities and risks.

Learn about bond related interest rates, maturity, and yields?

 

 

 

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Research - Ratios and fundamental analysis

Learn how to find stocks and evaluate if they are a good investment for you

Understand what are Financial Ratios and why they matter:

  • Find out what the numbers mean.
    Demystify financial statements to gain a unique perspective on a company’s performance

Learn the questions to ask before you buy a stock


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Understand Stock Charts

A stock chart is like a map of how a stock is moving.

When you know how to "read the map," you'll know when to buy and sell your stocks. It means finding support and resistance levels.

Get to know the tools (indicators) that can help you make decisions

Time is money! Get the knowledge you need to interpret stock charts quickly and effectively!  

You will save many sleepless nights. You won't have to worry about losing money in the stock market.

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Portfolio Management

Gain the skills to check your investments. Optimize your portfolio for better returns.

In this interactive two-hour session, you’ll learn:

  • How to Assess Your Portfolio: Find out which investments help or hurt your growth.

  • Ask the Right Questions: Learn a step-by-step method to check your stocks, bonds, and funds.

  • Identify opportunities and risks: Identify likely winners and threats to your finances.

  • Practical Strategies: Get tools to help you make smart decisions. Rebalance your portfolio like a pro.

Take control of your financial future. Don’t let your money sit idle—make every dollar count!

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Gift Card

 

 

Surprise your loved one with the gift of financial empowerment!

For birthdays, holidays, or to show you care, give them the knowledge that lasts a lifetime.

Customers can use our gift cards for any of our investment workshops.

They will help build a brighter financial future.

 

 

 

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Don't see a date that will work?

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Student Reviews

Meet the Teacher

Hi, I’m Annaline Dinkelmann!

I spent 10 years on Wall Street working with the Investment Banking and Compliance Departments.  I left Wall Street and became a full time day trader for two years. 

Being a day trader was really lonely and I started doing walking tours of Wall Street and the Stock Market.  As part of my Wall Street Walks business I hosted many educational workshops for clients from around the world.  I have also spoken at many New Jersey Educational Association (NJEA) events, Future Business Leaders of America (FBLA) conferences, as well as being featured by CNN International in 2015.

I can successfully translate the world of finance to the layman and break it down for students.

During the pandemic I took my business online and over the past two years taught more than 30 workshops to over a 1000 students.

After the workshops you will ... 

  • Have a clear understanding of how to reach your financial goals
  • Confidently trade stocks to help grow your money
  • Understand Wall Street and know how it impacts your life
  • Be able to determine what the best news media outlets are to follow for accurate information
  • Know how to speak to your broker and ask questions that matter
  • Know how to manage your 401K or retirement fund
  • Understand why the art of patience is important while playing the stock market waiting game. 
  • Recognize and be able to avoid common pitfalls and unnecessary risks

What other people have asked ...