FREE Monthly Financial seminars for seniors
10:30am – 12:00PM
Presented by William Caughey of Edward Jones
October 12, 2016
Rules of the Road and Market Update: Teaches fundamental concepts of investing and potential strategies to help build wealth.
November 9, 2016
Time Matters - A Woman's Retirement Outlook Seminar and Market Update: A women focused seminar discussing retirement income, Social Security, withdrawal rates, preparing for the unexpected, inflation risks, and costs of health care and long-term care.
December 14, 2016
Stocks - The Nuts & Bolts and Market Update: Teaches basic information to help investors evaluate if stocks fit into their overall strategy. Discusses common versus preferred stock, dividends, investment strategy and different ways to own stock
January 11, 2017
Focused on Fixed Income and Market Update: Explains the basics of fixed income investments, the seven characteristics of, the advantages of laddering, and how fixed income may be part of your investment strategy.
February 8, 2017
What Happens After the Paychecks Stop? A Retirement Income Primer Seminar and Market Update - Examine how to budget for retirement expenses, potential sources of retirement income and potential risks such as LTC and health care costs.
March 8, 2017
Preparing Your Estate Plan Seminar: Basic overview of estate planning -- account registration, beneficiary designation, will, trust, tax information, life insurance and TOD.
(410) 827-6010 Call to register
Grasonville Senior Center 4802 Main Street