Investing to Retire

Learn how to put together a team of trusted advisors and understand the role each plays in investment planning. Learn about the different types of investments, investment principals and strategies and ways to align investments with your financial goals. Participants will understand the process of creating a retirement budget that plans for inflation and predicts future income and expenses. They will gain an ability to estimate retirement income and calculate net worth. Discover: How do relationships affect money? What is investing? Why do people invest? What is the inflationary risk? What are the three types of investment tax benefits? There will be a $20 charge for the four week workshop in planning for retirement. The class will be offered again Thursdays, September 27th—October 18th 5:30pm—7:30pm