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Coastal to host business workshops on finances, investing

February 20, 2006

Coastal Carolina University business professors will lead a series of five weekly workshops on various business topics, including personal finance, creating a portfolio, mutual funds, tax issues and managing expenditures and credit, starting on Wednesday, March 1.

The workshop series, titled Financial Independence, Research & Success Techniques (FIRST), will be held in Room 318 of the E. Craig Wall Sr. College of Business Administration. Each workshop will begin at 7 p.m. and will last until 8:30 p.m. The admission fee for each workshop is $20. Community members can sign up at or by contacting Yoav Wachsman at (843) 349-2683 or for more information. The workshops are free for Coastal Carolina students, faculty and staff.

March 1: Managing Personal Finances John Mortimer, assistant professor of accounting, will discuss techniques to assist individuals in making the most of their money.

March 21: Creating a Winning Portfolio Marvin Keene, assistant professor of finance, will discuss what stocks and bonds are and how to design an ideal investment portfolio.

March 22: Investing in Mutual Funds Gerry Boyles, professor of finance, will discuss how mutual funds work and how to select an appropriate fund.

March 29: Current Tax Issues Howard Smith, Executive-in-Residence to the Wall College of Business Administration, will discuss income and property taxes and how to minimize tax liability.

April 5: Managing Purchases & Credit Yoav Wachsman, assistant professor of economics, will discuss how to buy a house, a car and to manage ones credit.