Foundations of Investing is an educational program for people who want an overview of investing, including key terms and types of investments. Foundations of Investing covers the basic features of bonds, stocks and packaged investments, and the importance of asset allocation. Please call 941-6315 to register.
Do you know where your assets will go when you die? If not, our Preparing Your Estate Plan presentation will help familiarize you with the basic steps of planning for your estate, including the function of a will and the different types of trusts. An estate-planning attorney, Kristy Hapworth of Rudman Winchell, will be presenting at this event. Please call 941-6315 to register.
Retirement by Design is a presentation that illustrates how you can translate your vision for retirement into tangible goals. Whether you are 10 or 40 years from retirement, you’ll learn investment strategies to help design the retirement you want. We’ll also discuss how you can add flexibility to your strategy to help you handle unexpected events and how you can keep your strategy on track. Please call 941-6315 to register.