Financial Workshop
- Thu, Feb 275:30 PM
- Wed, Mar 185:30 PM
- Thu, Apr 235:30 PM
- Wed, May 205:30 PM
- Thu, Jun 255:30 PM
Encourages developing a budget, identifying financial goals, understanding the balance between spending, saving and borrowing and having a strategy.
February 27- Simplify your Spending and Saving Strategies. Encourages developing a budget, identifying financial goals, understanding the balance between spending, saving and borrowing and having a strategy.
March 18- Foundations of Investing. Rules for investing - develop a strategy, choose quality investments, diversify portfolio, invest for the long term and focus on what you can control.
April 23- College, Getting There from Here. Discusses establishing a college savings goal, strategies to help achieve the goal and the features and benefits of 529 savings plans.
May 20- The Entrepreneurial Equation. Gives ideas for putting banking, retirement and insurance tools to work to build and protect attendees' businesses.
June 25- Retirement, Making your Money Last. Considerations/tradeoffs when developing a withdrawal strategy -- working longer, spending less and delaying social security. Ways to plan for expected and unexpected expenses with insurance.
Space is limited, please register.