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"Smart Money – A Two Part Investment Education & Retirement Planning Series" – PART 1


Enrichment - Adult / Financial -
2021/2022

Series provides investment information for beginner (part 1) and intermediate/advanced (part 2) investing levels. 

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

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

Each session includes discussion of; current investment themes, strategies, stocks, ETFs, low cost mutual funds, retirement income, and tax free income investing.

Discussion includes how to invest in the late stages of the stock market – using balanced growth and income investments and dividend stocks. 

Strategies to protect your gains and investments from a future stock market correction or decline. 

Investment programs reviewed; IRA, Roth IRA, 401k Plan, 529 College Savings, tax free income, annuities, mutual funds/stocks, insurance, long term care. 

Portfolio examples discussed with a question & answer period.

 September 2021 
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1202-21F01
Troy Learning Center
Thursday, Sep 30
5:00 - 6:00 PM

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