Personal Investing: A Practical Guide with Timothy Rooney
February 1 – 8, 2027 / 7 PM – 8:30 PM
$100.00
Learn to build and manage an investment portfolio that fits your goals, and develop habits that support long-term decisions.
Develop the knowledge and confidence to make informed investment decisions and build a portfolio aligned with your financial goals. This program introduces essential investing concepts, including risk and return, investment products, and strategies for balancing short-term needs with long-term growth. Through practical exercises, you'll learn to evaluate investment opportunities, distinguish investing from speculation, and create a personalized portfolio strategy. By the end of the program, you'll have an actionable investment plan and a clear framework for making thoughtful financial decisions over time.
Commitment
Level
In-Person, Two Nights, 1.5 Hours, Mondays
Measured vs.
Learning
This practical workshop will help students build the knowledge and confidence to create an investment portfolio that fits their goals. Participants will learn essential concepts like risk and return, common investment products, and how to balance short term needs with long term growth. Through hands-on exercises, students will learn to evaluate opportunities, tell investing apart from speculation, and leave with a personalized investment plan and a clear framework for making thoughtful financial decisions over time.
*Affiliated Universities: Bluffton, Capital, Heidelberg, Kenyon, Marietta, Ohio Wesleyan, Otterbein Wittenberg, Wooster, Baldwin Wallace, Ohio Northern.
Earn Your Badge
of Completion
Workshops range from 2-4 hours of contact time, depending on the topic and content. To earn your badge of completion, you must attend the entire session.
Meet Your Instructor
Timothy Rooney, brings 40 years of experience in the financial markets. He began his career at a Wall Street brokerage firm and has spent the past 25 years launching financial products for a range of companies, most recently founding a fintech company to help people manage their financial lives. Timothy is the CEO of Rooney Consulting Group, as well as an independent Board Director and angel investor. He holds an MBA in Finance from NYU’s Stern School of Business.
Register for Personal Investing: A Practical Guide
Learn to build and manage an investment portfolio that fits your goals, and develop habits that support long-term decisions.
Register