Financial Workshop Week 7
Please join in on a Financial Workshop Plan presented by financial advisor Adam Caballero with Edward Jones (Ypsilanti). This educational course is designed to help individuals learn more about investment terms and topics, develop a financial strategy, and plan for retirement. This is a very basic, objective, half hour, non-accredited adult education course. It is designed to be taught over an 8 week period with Adam hosting a different topic each week (To accommodate as many as we can we will be having the same presentation twice a week; Tuesdays at 12:30 and Thursdays at 4:00 EST).
Week 1 (May 5 & May 7): Rules of the road
Week 2 (May 12 & May 14): Ready or Not? Preparing for the Unexpected
Week 3 (May 19 & May 21): Stocks: The Nuts and Bolts
Week 4 (May 26 & May 28): Focus on Fixed Income
Week 5 (June 2 & June 4): An Investor's Tour of Mutual Funds
Week 6 (June 9 & June 11): Retirement By Design
Week 7 (June 16 & June 18): Tax-Free Investing: It's Not What You Make, It's What You Keep
Week 8 (June23 & June 25): Preparing Your Estate Plan
Date and Time
Thursday Jun 18, 2020
4:00 PM - 4:30 PM EDT
Week 7: Tax-Free Investing: It's Not What You Make, It's What You Keep
Call In: (866)528-2256
Access Code: 5660713
Meeting #: 803 341 065
Meeting Password: Invest
https://ej.webex.com/ej/j.php?MTID=mdd59d68f21253332313f1473f450dc01
Location
This class will be held via Web Conference, there are slides that will be presented. Please feel free to call in and listen even if you do not have a computer; the information is very educational and you can always call at a later time to discuss your finances personally with Adam.
Call In: (866)528-2256
Access Code: 5660713
Although the call in number and access code will always be the same, the WebEx invitation link and password will vary.
Fees/Admission
FREE!!!
Contact Information
Paige Hodges ,Branch Office Administrator
(734)487-1376
Send Email
Printed courtesy of www.a2ychamber.org – Contact the Ann Arbor / Ypsilanti Regional Chamber for more information.
2010 Hogback Road, Ann Arbor, MI 48105 – (734) 665-4433 – diane@a2ychamber.org