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Smart Money Today: 3 Part Series


Enrichment - Adult / Financial -
2025/2026

Smart Money is a 3-part series - join for one, two, or all sessions! 

1202-26S01"It Takes Two" – Couples, Money & Investment Planning - How to Create and Manage a Successful Long-Term Program

Have your developed and completed your formal professional financial and retirement plan? 

How couples work together to create and manage their financial and retirement plan - specific steps to start this process. 

Now is the time move forward with a well-balanced diversified investment program - especially in this high moving market. Skills and experience each person can use to complement each other in your financial planning.

Provides key concepts and resources to develop your savings, investment and retirement program. 

Includes practical and current investing topics with market and economic information you can use in your planning.

Key investment programs: IRA, Roth IRA, 401k Plan, 529 College Savings, tax free income, annuities, mutual funds/stocks.

Portfolio examples and economic and market update provided with a question & answer period.


1202-26S02 - How to Earn Tax Free Income – using Michigan Tax Free Municipal Bonds & Tax-Free Income Funds

Benefits of tax-free municipal bonds to provide consistent, predictable income -in a steady conservative investment. 

Learn how to earn higher tax-free interest on cash now at your local bank. 

How to create a monthly income program for retirement needs and to supplement social security and other savings. 

Different types of conservative tax-free income strategies in an uncertain economy and stock market. 

Reasons to own tax-free bonds to provide you important benefits – regardless of your income level or tax bracket situation. 

Bond examples; Oakland University, Beaumont Hospital, Novi Public Schools and tax-free bond mutual funds & ETFs.

Portfolio examples and economic and market update provided with a question & answer period. 


1202-26S03Current Investment Themes – how to invest TODAY in a changing stock market – for your future TOMORROW

How to identify and invest in critical forward-looking sectors – such as Technology, Healthcare, Utilities, Consumer Products, Fintec, SRI, ESG.

Sectors and companies that may advance in the new arenas - AI, battery technology, social responsible investing.

How to develop a diversified investment program using key sectors–consumer products, energy, utilities and blue-chip dividend paying stocks.

How to invest in the late stages of the stock market – using conservative, equity- income producing investments.

Strategies to develop more balanced portfolio to protect investments from a future stock market correction or decline.

The benefits of rebalancing your asset allocation and portfolio to stay true to your investment goals and plan.

Portfolio examples and economic and market update provided with a question & answer period.

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1205-26S01
Troy Learning Center
Thursday, May 14
6:00 - 7:00 PM

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Min Age   18 yr.

Price: $ 0 00
1205-26S02
Troy Learning Center
Thursday, Apr 30
6:00 - 7:00 PM

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Min Age   18 yr.

Price: $ 0 00
1205-26S03
Troy Learning Center
Thursday, Apr 16
6:00 - 7:00 PM

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Min Age   18 yr.

Price: $ 0 00