Get the Retirement you Want
Jul
21
6:00 PM18:00

Get the Retirement you Want

  • The Automobile Gallery and Event Center (map)
  • Google Calendar ICS

These days, you need more than just Social Security, investments and a pension. You'll want to determine how much you'll realistically need each month for retirement and how to best meet that challenge. This is no easy task, but putting your retirement planning in gear is the first step. Join us, as we take a look at what “Getting the Retirement you want” really takes. This seminar will cover the four questions any retirement plan should answer:

  • What do you want out of your retirement?
  • What are the basic things you will need in retirement?
  • What will help you get there?
  • What will this plan look like?
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Get the Retirement you Want
Jul
18
6:00 PM18:00

Get the Retirement you Want

  • The Automobile Gallery and Event Center (map)
  • Google Calendar ICS

These days, you need more than just Social Security, investments and a pension. You'll want to determine how much you'll realistically need each month for retirement and how to best meet that challenge. This is no easy task, but putting your retirement planning in gear is the first step. Join us, as we take a look at what “Getting the Retirement you want” really takes. This seminar will cover the four questions any retirement plan should answer:

  • What do you want out of your retirement?
  • What are the basic things you will need in retirement?
  • What will help you get there?
  • What will this plan look like?

This is a free event, but space is limited to 18 seats per session. Reserve your spot today. 

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Savvy Investor Webinar Series - Part 4:  Portfolio Diversification & Performance
Jun
9
7:00 PM19:00

Savvy Investor Webinar Series - Part 4: Portfolio Diversification & Performance

Were you ever told never to put all of your eggs in one basket? And for obvious reasons. The same holds true for your investment portfolio. You may think you have diversified holdings in your “basket,” but don’t leave that to chance. In our final segment of our Savvy Investor Webinar Series, you’ll learn what portfolio diversification really means and how that diversification may change over the life of your investment portfolio

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Savvy Investor Webinar Series - Part 3: Risk & Volatility
Jun
2
7:00 PM19:00

Savvy Investor Webinar Series - Part 3: Risk & Volatility

Did you realize, when you first started investing, that there would be risk? Do you know how many places this risk can come from? Now that you’ve gotten some sound investing principles, join us to learn about the types of risk in investing, and find out which ones you can help control in this 3rd part of our Savvy Investor Webinar Series.

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Savvy Investor Webinar Series - Part 2:  Principles of Investing
May
26
7:00 PM19:00

Savvy Investor Webinar Series - Part 2: Principles of Investing

Even the most intimidating endeavor can be weathered successfully with sound guidelines or principles. Investing is no different. Now that you’ve gotten a grip on your investing perception, you won’t want to miss part 2 of our Savvy Investor Webinar Series. Learn some of the basic investment principles that, when used together, can carry you through the ups and downs of investing.

Did you miss part 1? Don't worry, while the webinar is designed as a series, each part is still beneficial by itself. Don't miss out on this great opportunity to learn from the comfort of your own home. 

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Savvy Investor Webinar Series - Part 1:  Investor Behavior
May
19
7:00 PM19:00

Savvy Investor Webinar Series - Part 1: Investor Behavior

Investing… What immediately comes to your mind’s eye? That’s your perception, and relying on that perception can cause the same mistakes to be made over and over. However, there’s a way to counter those misconceptions. Join us for the 1st part in our Savvy Investor Webinar Series to identify and understand the investors’ misconceptions… and then learn ways to turn those around.

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