HOUGHTON -- The Portage Lake District Library is hosting a three-part series of financial workshops designed to give participants the information they need to make decisions about their financial goals.
Chris Riesgraf, financial adviser from Edward Jones, will present Foundations of Investing from 6:30 p.m. to 7:30 p.m. on Tuesday, June 23. This educational program is geared towards people who want an overview of investing, including key terms and investment types. Foundations of Investing covers basic features of bonds, stocks, and mutual funds and the importance of asset allocation.
Other workshops in this series are as follows:
Retirement By Design on July 21: Learn investment strategies to plan for retirement. This workshop also includes how to add flexibility to help handle unexpected events.
Ready or Not? Preparing for the Unexpected on August 18: Participants will learn how to develop a proactive strategy for protection against the unexpected and for providing for their family's future.
All programs begin at 6:30 p.m., are free of charge, and include time for questions and answers. Everyone is welcome. For more information, please call Riesgraf at 482-8680 or call the library at 482-4570.
Showing posts with label series of financial workshops. Show all posts
Showing posts with label series of financial workshops. Show all posts
Monday, June 22, 2015
Monday, August 05, 2013
Portage Library to present "Annuities and Your Retirement" workshop Aug. 7
HOUGHTON -- The Portage Lake District Library is hosting a series of financial workshops designed to give participants the information they need to understand the basics of investments so they can make decisions about their financial goals.
Bob Nelson, CFP, AAMS financial adviser from Edward Jones, will present Annuities and Your Retirement from 6:30 p.m. - 7:30 p.m. on Wednesday, Aug. 7. This educational program will help people examine if their retirement income will last as long as their retirement. The seminar will cover different types of annuities, retirement uncertainties that could impact a long-term strategy, and how an annuity can supplement retirement income.
The final workshop in this series will be held on August 21. All programs begin at 6:30 p.m., are free of charge and open to the public, and include time for questions and answers.
Nelson has attended numerous Edward Jones Financial Advisers Leaders Conferences, and he recently received the Spirit of Caring Award. This award is designed to recognize those financial advisers who exemplify the values, culture, and spirit of giving back.
For more information about this seminar, please call Bob Nelson at 482-8680 or call the library at 482-4570.
Bob Nelson, CFP, AAMS financial adviser from Edward Jones, will present Annuities and Your Retirement from 6:30 p.m. - 7:30 p.m. on Wednesday, Aug. 7. This educational program will help people examine if their retirement income will last as long as their retirement. The seminar will cover different types of annuities, retirement uncertainties that could impact a long-term strategy, and how an annuity can supplement retirement income.
The final workshop in this series will be held on August 21. All programs begin at 6:30 p.m., are free of charge and open to the public, and include time for questions and answers.
Nelson has attended numerous Edward Jones Financial Advisers Leaders Conferences, and he recently received the Spirit of Caring Award. This award is designed to recognize those financial advisers who exemplify the values, culture, and spirit of giving back.
For more information about this seminar, please call Bob Nelson at 482-8680 or call the library at 482-4570.
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