Empty space, drag to resize
FINANCIAL HEALTH: PERSONAL

SAVING + INVESTING

Two Lessons: Starting To Save; An Introduction To Investing
LED BY
Co-founder and Partner of Westfuller
OR
Empty space, drag to resize

Course Description

1. Start Saving Now: How To Do It

Regardless of how old you are or how much money you have, saving is a crucial component of financial health. Financial advisor Ian Fuller outlines the what and why of short-term, intermediate, and long-term savings goals. He touches on the psychological elements of saving and the practical implications of having money set aside for emergencies and dreams for the future. While he astutely observes that artists never truly retire, he points out the connection between financial and creative independence.

2. Introduction To Investing

After watching Ian Fuller’s video introducing the importance of saving, you’re ready to start thinking about investing. Maybe you’ve been budgeting and have some money tucked away. Or maybe you haven’t been saving because you didn’t think you’d accumulate “enough” money to actually invest. Or maybe you have money sitting in a savings account with an interest rate similar to the one given by a shoebox under your bed. Ian Fuller addresses how to move forward with a plan regardless of where you might fall as he covers the where and how of investing.

YOUR INSTRUCTOR

Ian Fuller
Co-founder and Partner of Westfuller
Ian Fuller is a co-founder and partner of Westfuller, a financial and wealth management firm that provides advice, strategy, and investment management for values-aligned global individuals, families, and institutions.

A specialist in evidence-driven, global wealth advisory and planning, strategic investment management, and philanthropic giving, he works closely with people and institutions to empower wealth with purpose. Ian is also the board chair of Common Justice, a restorative and criminal justice reform organization, and serves as the treasurer/finance chair for many social justice organizations, including: civil rights organization Color of Change, economic justice impact fund The Workers Lab, the private foundation Proteus Action League, and Amalgamated bank’s Charitable Foundation.

He holds both a B.S. in Economics from Hong Kong University of Science and Technology and an M.S. in International Affairs and Global Finance from New York University. He also holds a Chartered Financial Consultant designation for the Series 7, 66, 24 securities licenses. He lives on the Lower East Side of New York City with his family.