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Local Investing in Montana Workshop Series

October 4, 2022 @ 11:30 am 1:00 pm

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.

Register now at: https://www.eventbrite.com/e/local-investing-in-montana-workshop-series-oct-4-nov-1-tickets-406961170817

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 financial 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. It is 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
Tues., Nov. 1: 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)

Workshops will address 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?

Register now at: https://www.eventbrite.com/e/local-investing-in-montana-workshop-series-oct-4-nov-1-tickets-406961170817

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.

If you are not yet ready to commit to the full workshop series, there will be a free introductory webinar on Tue., Sept. 27th at 11:30 AM MT that will provide an overview of the content that will be covered in the workshop series. Details and registration for the introductory webinar here.

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


October 4, 2022
11:30 am – 1:00 pm
Pay what you can!


The Center for Community Ownership
View Organizer Website

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