"Foundations of Investing" - Foundations of Investing is for people who are new to investing or need a refresher. Participants will learn the importance of developing a strategy, the impact of asset allocation, and the influence of inflation on your long-term goals.
"Stocks: The Nuts and Bolts" - Stocks may play a major role as investors try to reach their long-term financial goals. This presentation shares basic information to help investors evaluate how this type of investment may fit into an overall strategy. We will discuss common versus preferred stock, dividends, investment strategies, and different ways to own stock.
"An Investor's Tour of Mutual Funds" -This class will be a step-by-step guide to mutual funds. It is designed to provide a detailed look at the features, benefits, and risks associated with this type of investment, as well as a map to mutual fund selection.
"Tax Free Investing: It's Not What You Make, It's What You Keep!" -in this session, we will discuss the benefits and considerations of choosing investments that offer tax advantages. Participants will learn about tax-advantaged investments and their features, tax-free investment returns versus taxable investment returns, the three ways to purchase municipal bonds, and how tax-free investing can help you achieve your goals faster.