Financial Workshop
with Glen Veevaert
February 9th to May 25th, 2021
Class Size is limited to 10 people. This class will meet every other Tuesday!
Week 1(Feb. 9th): Rules of the Road – Teaches fundamental concepts of investing and potential strategies to help build wealth.
Week 2(Feb. 23): Ready or Not? Preparing for the Unexpected -- Shares tips on how to develop a proactive strategy for protection and preparing for the unexpected. Strategies include having an emergency fund, establish line of credit, and review insurance/liability protection.
Week 3(Mar. 9): Stocks: The Nuts and Bolts -- This presentation shares basic information to help investors evaluate how stocks may fit into an overall strategy.
Week 4(Mar. 23): Focus on Fixed Income -- Explains the basics of fixed income investments, the seven characteristics of, the advantages of laddering and how fixed income may be part of your investment strategy.
Week 5(Apr 6): An Investor's Tour of Mutual Funds -- A detailed look at the features, benefits and risks associated with mutual funds as well as a map to mutual fund selection.
Week 6(Apr 27): Retirement by Design -- Discusses the need to define retirement goals, determine savings needed to reach those goals (using the rule of 25) and how to use the power of 3 (time/money/return) to reach those goals.
Week 7(May 11): Tax-Free Investing – Overview of tax-advantaged investments such as muni bonds (muni/UIT/mutual funds), IRAs (traditional/Roth/401k/403b) and/or life insurance.
Week 8(May 25): Preparing Your Estate Plan -- Basic overview of estate planning -- account registration, beneficiary designation, will, trust, tax information, life insurance and TOD. (Note: Subject to an estate-planning attorney being present).