Personal Finance

H - Retirement by Design via Zoom

This will be a 40-minute presentation that illustrates how you can translate your vision for retirement into tangible goals. Whether you are 10 or 40 years from retirement, you'll learn strategies to help design the retirement you want. We'll also discuss how you can add flexibility to your strategy to help you handle unexpected events, and how you can keep your strategy on track. 

Thursday, May 13, 6 – 7:30 pm

Instructor: Robert L. Smith, Financial Advisor Edward Jones                                  Course fee: $7

H - Ready or Not? Preparing for the Unexpected via Zoom

In this 35-minute program you'll learn tips on how to develop a proactive strategy for protection and preparing for the unexpected. 

Thursday, May 20, 6 – 7:30 pm Winter

Instructor: Robert L. Smith, Financial Advisor Edward Jones                                  Course fee: $7

H - Foundations of Investing via Zoom

This is a 30-minute educational program for people who want an overview of investing including key terms and investment type. Basic features of bonds, stocks and mutual funds, and the importance of asset allocation will be covered. 

Thursday, May 6, 6 – 7:30 pm 

Instructor: Robert L. Smith, Financial Advisor Edward Jones                                  Course fee: $7

H - Preparing Your Estate Plan via Zoom

This is a 60-minute seminar designed to help people better understand the basics of planning for their estate so they can consider the options that make sense for their specific situations. 

Thursday, May 27,  6 – 7:30 pm

Instructor: Robert L. Smith, Financial Advisor Edward Jones                                 Course fee: $7