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Personal Finance

in Personal Enrichment

Original source: https://s3.amazonaws.com/coursestorm/live/media/0d9def635d6b11e68b8a0e60703710af
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An Investor's Tour of Mutual Funds

$5

with John Byrne

Apr 5, 2017 at 6 pm

Please note the date of this class has been changed to April 5th.

This educational program provides a detailed look at the features, benefits and risks associated with mutual funds as well as a map to mutual fund selection. Course fee may be paid the night of the course.

Original source: https://s3.amazonaws.com/coursestorm/live/media/0e3e167f5d6b11e68b8a0e60703710af
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Focus on Fixed Income

$5

with John Byrne

Mar 1, 2017 at 6 pm

Learn the basics of bonds, the concept of laddering and how fixed income may make sense as part of your investment strategy.

Original source: https://s3.amazonaws.com/coursestorm/live/media/0e8dc2aa5d6b11e68b8a0e60703710af
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Preparing Your Estate Plan

$5

with John Byrne

Mar 29, 2017 at 6 pm

This seminar will help familiarize you with the basic steps of estate planning, including the function of a will and the different types of trusts. An estate-planning attorney also will be present at this event. The course fee may be paid the night of the course.

Original source: https://s3.amazonaws.com/coursestorm/live/media/cd6213275d8611e68b8a0e60703710af
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Retirement by Design

$5

with John Byrne

Mar 15, 2017 at 6 pm

We'll discuss how you can translate your vision for retirement into tangible goals. Whether you are 10 or 40 years from retirement, you'll learn investment strategies you can use now to help you retire when and how you want to. Course fee may be paid the night of the course

Original source: https://s3.amazonaws.com/coursestorm/live/media/421a8e2f5d8711e68b8a0e60703710af
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Rules of the Road

$5

with John Byrne

Feb 1, 2017 at 6 pm

Learn fundamental concepts of investing and potential strategies to help build wealth. Course fee may be paid the night of the course.

Original source: https://s3.amazonaws.com/coursestorm/live/media/0f33c95c5d8811e68b8a0e60703710af
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Stocks: The Nuts and Bolts

$5

with John Byrne

Feb 8, 2017 at 6 pm

This educational program shares basic information to help evaluate how stocks may fit into an overall strategy. We'll discuss and review common versus preferred stock, dividends, investment strategy and different ways to own stock. Course fee may be paid the night of the course.

 

Original source: https://s3.amazonaws.com/coursestorm/live/media/0f26403b5d6b11e68b8a0e60703710af
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Tax-free Investing: It's Not What You Make, It's What You Keep

$5

with John Byrne

Mar 22, 2017 at 6 pm

It's Not What You Make, It's What You Keep: Learn how certain investments can deliver tax-free income and possibly keep you in a lower tax bracket. We'll discuss how you can translate your vision for retirement into tangible goals. Whether you are 10 or 40 years from retirement, you'll learn investment strategies you can use now to help you retire when and how you want to. Course fee may be paid the night of the course





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