Spring Financial Series: Fundamentals of Investing
Place:
Conference Room - Administration Wing Bud Werner Memorial Library presents a Spring Financial Education Series. This session focuses on Fundamentals of Investing.
These are free 45-minute workshops with financial professionals, sponsored by Wells Fargo Advisors' community reinvestment program.
The Thursday, March 22 session focuses on Fundamentals of Investing. Learn about why you might want to invest, where to invest , and how to put it all together into your personal plan of action. A casual Q&A with the pros follows the talk.
About other upcoming series workshops, all of which start at 6:30 p.m. in Library Hall:
- Tuesday, April 10: College Planning
Learn about different strategies to save for education, including the various tax benefits and consequences inherent in different types of investments. Start defining your own clear road map to financing college, and learn how to plan for a purchase that is inflating in price as much as 5% each year.
- Wednesday, May 16: Six Steps in Preparing for Retirement
This session addresses various challenges in structuring your ideal retirement, starting with a snapshot for where you stand today. Learn how to quantify your personal retirement goals, from travel to leaving your grandchildren a legacy, and adopt strategies to diversify and plan for the long-term -- including managing savings amidst changing rules for capital gains. This workshop also includes a short focus on Social Security.