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Business & Money Matters   

  • Retirement Income Planning

  • Dates: 5/22/2025 - 5/22/2025

    Day of the Week: Th
    Number of Sessions: 1
    Time: 7:00 PM - 9:00 PM
    Fee: $30.00
    Instructor: James Salerno
    Building: The Bronxville School
    Address: Midland Ave. Parking Lot and Entrance Bronxville, NY 10708

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    Retirement planning is a complex process. With so many decisions to be made and factors to consider, you want to make the right decisions to reach your retirement goals. In this informative class, you will review the best options and strategies that make up a comprehensive retirement income plan and how Social Security benefits, pension benefits, taxes, and long-term care are coordinated.

 

  • Investing Basics for All: A Two-Week Workshop

  • Dates: 6/2/2025 - 6/9/2025

    Day of the Week: M
    Number of Sessions: 2
    Time: 6:30 PM - 8:30 PM
    Fee: $60.00
    Instructor: Rajeev Vaidya
    Building: The Bronxville School
    Address: Midland Ave. Parking Lot and Entrance Bronxville, NY 10708

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    How do you create wealth to use now and in the future? Whether you are just starting out, getting ready to send children to college, planning for retirement, or just want to understand all investing options, this class is for you. We will cover the basics of stocks, bonds, ETFs (exchange-traded funds), and mutual funds and the principles of investing successfully. In this brief overview, we will compare and contrast the risks and rewards of each method of investing, what to take into account when deciding which is best for you, how to get started in investing, and how to best diversify your portfolio to manage risk. Over the course of the two weeks, we will discuss current market conditions and have time for questions and discussion. Learn about the basics of how investments in various asset classes work, this class will not cover details on how to select specific investments for your portfolio. This course is for educational purposes only and is not meant as individual financial advice. 

 

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