Investment Fundamentals (Pre-retirees and Retirees)

  17SP1132
  CE - Spring Classes 17
  3/23/2017 - 4/6/2017
  Th
  6:30 PM - 8:30 PM
  DSISD Administration Bldg.:Rm 301
  Jim Lear Guideway Financial, LLC
  $45.00

Sorry this class has been cancelled

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Sorry this class has been cancelled

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Adults who are entering retirement face the daunting task of figuring out the best strategy to invest their assets and withdraw regular income. If you have been wondering what to do with your 401(k), 403(b), IRA, Roth or similar account, this 3-session workshop provides the fundamentals you need to manage your investments. We will cover the basics of bonds, stocks, mutual funds, ETFs, indexes and investment fees. We will describe how to use low cost index funds to create a resilient retirement income with risk levels to suit your comfort. Tues, Oct 15, 22 & 29 (3 classes) Time: 6:00 - 8:00 pm Fee: $35 per person or $50 per couple Location: Admin Bldg Rm B209 Instructor: Jim Lear, Guideway Financial, LLC