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Sorry this class has been cancelled

If you own a business or work for an employer providing benefits, are you taking advantage of tax deferred offerings to save for re-tirement and reduce tax consequence? Adults entering retirement face the daunting task of figuring out the best strategy to invest their assets and withdraw regular income. If you have been won-dering what to do with your 401(k), 403(b), IRA, Roth, or RMDs, this workshop helps you to understand your investments choices. Will discuss the basics of bonds, stocks, mutual funds, ETFs, indexes and annuities. What investment options are right for widows and grey divorcees? For young families who are planning to send children to private school or college; what are the best ways to save and pro-vide aid? How can grandparents help? Finally, we discuss the need to minimize financial risk utilizing life, disability and long-term care insurance.

Session I:   Thurs, Feb 16

Session II:  Thurs, Feb 23

Session III: Thurs, Mar 2

Time: 6:00 pm - 8:00 pm

Fee: $30 per person

Location: DSISD Admin Bldg. - Board Room

Instructor: Al Gonzalez, MBA Wealth Advisor