Financial Strategies Classes
Financial Strategies is a free, four-week, Wednesday night elective on financial planning, running throughout September, 2022, 7:00 to 8:00 pm each Wednesday night, Room B202.
September 7: Taxes and Retirement
Target Audience: Ages 25-35
Content: Having a plan starts now. Learn the key elements of any financial strategy so you can build a roadmap that works for your family, your goals, and your lifestyle.
September 14: Five Keys to Retiring Fearlessly
Target Audience 50+
Content: This season of market losses, inflation, and international instability can be intimidating. Learn the principles that will help you build plans that can withstand this instability.
September 21: Empty Nest, What Next?
Target Audience: 40s and 50s
Content: Time for a mid-course correction? What are the priority items now? Whether you’ve just started saving or you’ve been investing for years, our current economic posture may present and opportunity (or obligation) to update some of your key strategies.
September 28: Understanding Long Term Care
Target Audience: 45+
Content: Long Term care is a scary and expensive question. Hear about the dynamics of how to prepare for it, what to expect, and what it might cost.