Local Investing in Montana Workshop Series (Oct. 4 - Nov. 1)

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Local Investing in Montana Workshop Series (Oct. 4 - Nov. 1)

This workshop series, by acclaimed economist and author, Michael Shuman, teaches how to transform local economies using local investment.

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About this event

The Center for Community Ownership is proud to once again be hosting acclaimed economist, author and attorney, Michael Shuman - author of Put Your Money Where Your Life Is.

Michael’s four-part online Local Investing in Montana Workshop Series will teach Montanans how we can use our power as local investors to transform economies across the state.

Americans now have $56 trillion in stocks, bonds, mutual funds, pension funds, and insurances funds—nearly all of it invested in global corporations. If Montanans could shift even a small amount of that capital from Wall Street to Main Street, our communities would truly flourish.

This workshop series is designed to help you personally and your community together develop practical local investment strategies to boost our local economies. They are a deep dive into topics that will empower attendees to take real local investment action in their communities.

Together we will learn how grassroots investors can invest locally, how businesses can find local capital, and the ways that policymakers can use their tools to facilitate local investment.

We will meet four times, covering different material each week:

  • Tues., Oct. 4: 11:30 AM - 1:00 PM MT
  • Tues., Oct. 11: 11:30 AM - 1:00 PM MT
  • Tues., Oct. 18: 11:30 AM - 1:00 PM MT
  • (There will be a special showcase of Montana local investment projects on Mon., Oct. 24 - Details will be shared after registration)
  • Tues., Nov. 1: 11:30 AM - 1:00 PM MT

Workshops will cover the following topics:

For anyone interested in local investment:

  • Why are local businesses so important for community development?
  • What are the returns and risks of local investments?
  • What are the most promising kinds of local investments?

For local investors:

  • How can I find local investments?
  • How should I evaluate local investments?
  • How can I use tax-deferred pension savings for local investments?
  • What are the rules governing self-directed IRAs and solo 401ks?
  • Why are local banks and credit unions important for local investors?

For local businesses looking for local investment:

  • What are the basics of securities law?
  • What tools and resources are available to help me prepare my business for financing?
  • How can my business raise funds from accredited investors?
  • How can my business raise funds from grassroots investors?

For policymakers:

  • What kinds of community investment funds might facilitate local investment?
  • What kinds of state and local policies can facilitate local investment?

More details can be found at: https://www.centerforcommunityownership.org/blog/local-investing-in-montana-workshop-series-oct-4-nov-1

No one will be turned away from this workshop because of the cost! The suggested registration fee is $99 total for all four 90-minute workshops, but this registration is set up on a sliding scale. The most important thing to us is that you attend if you are interested, so please just pay what you can.

All questions can be sent to The Center for Community Ownership at: www.centerforcommunityownership.org/home/#contact