Colorado Banking and Securities Commissioner Offers Local Companies Free Investor Education Programs For Employee Empowerment

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Human resource managers, employee benefit specialists, and business owners can provide non-commercial investor education for their employees' solid financial futures through these programs offered by the CO Department of Regulatory Agencies Several events are scheduled throughout the Denver-Metro area; additional opportunities available.

An informed investor is a smart investor

In an effort to better empower Coloradans to build and safeguard their future, Colorado’s Department of Regulatory Agencies (“DORA”) is pleased to announce a series of free upcoming investor education programs as an employee benefit for Denver area businesses and organizations. DORA’s Division of Securities is able to sponsor these seminars through funding by the Investor Protection Trust (“IPT”), an organization whose mission is to provide consumers with independent, objective information and help them make informed investment decisions.

The Evelyn Brust Financial Research and Education Foundation (“The Foundation”) is coordinating the seminars, which will be conducted by licensed investment counselors. The volunteers from The Foundation provide valuable information while remaining non-commercial; they may not disclose their professional firm affiliations nor promote specific investment products.

Banking and Securities Commissioner Fred Joseph urges consumers to consider attending one of the workshops, which are scheduled on a monthly basis. “Investing offers a means to achieve one’s long-term financial goals, but requires knowledge,” said Joseph. “An informed investor is a smart investor.”

These programs cover retirement planning, asset allocation, fraud prevention, risks in investing, tax-advantaged investing, and portfolio management. Attendees may bring a personal balance sheet and monthly budget for investment counselors to review and assist them in planning for a solid financial future.

Chambers of Commerce, professional associations, networking groups, non-profits and businesses of all sizes are encouraged to participate as program hosts. Two formats are available: a 30-minute resource overview and a 1-hour presentation. Both include excellent non-commercial printed resource material.

The Investor Education in Your Community® series is funded by a grant from the Investor Protection Trust ( The IPT is a nonprofit organization devoted to investor education. Since 1993 the IPT has worked with the States to provide the independent, objective investor education needed by all Americans to make informed investment decisions.

The Division of Securities mission is to protect investors and maintain public confidence in the securities markets while avoiding unreasonable burdens on participants in the capital markets. DORA is dedicated to preserving the integrity of the marketplace and is committed to promoting a fair and competitive business environment in Colorado. Consumer protection is our mission. For information about CO Banking and Securities Commissioner Fred Joseph, and Colorado's Division of Securities visit – then click on Division of Securities.

The Brust Foundation is a CO non-profit dedicated to non-commercial financial education. For more information on hosting or attending upcoming “Investor Education in Your Community®” programs, visit Event Calendar.

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Jennifer Maskrey, Programs Manager

Fred Joseph, Banking and Securities Commissioner
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