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February
Making Sense of Investments
This series of three classes will make you a more informed investor. Adam Cummings will discuss the following topics: Session 1 (Tues., Feb. 18, 10 am): Foundations of Investing - Building your investor IQ starts with understanding the basics. This class will help you learn about the importance of developing a strategy; the impact of asset allocation; the influence of inflation on our long-term goals. Session 2 (Thurs., Feb. 27, 1 pm): What Happens After the Paychecks Stop: A Retirement Primer: This class will explore how to budget for retirement expenses, examine potential sources of retirement income, and identify ways to address potential risks. Session 3 (Tues., March 3, 10 am): Time Matters: A Woman's Retirement Outlook. This class is specifically tailored for women who are getting ready to or have recently transitioned to retirement. We will also discuss retirement income strategies, including perspectives around Social Security and making your retirement savings last. And, we will address how to prepare for the unexpected, including market risks and the impact of rising costs.
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