Personal Finance

H - Five Money Questions for Women Seminar

Shares perspective on a process women can use to identify financial goals and set a strategy. Discusses Rule of 72, systematic investing, employer-sponsored retirement plans and IRAs as strategies for saving.

Thursday, March 11, 6 – 7:30 pm 

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

H - Retirement: Making Your Money Last Seminar

Considerations/tradeoffs when developing a withdrawal strategy -- working longer, spending less and delaying social security. Ways to plan for expected and unexpected expenses with insurance.

Thursday, March 18, 6 – 7:30 pm 

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

H - Tax-free Investing: It's Not What You Make, It's What You Keep! Seminar

Overview of tax-advantaged investments such as muni bonds (muni/UIT/mutual funds), IRAs (traditional/Roth/401k/403b) and/or life insurance.

Thursday, March 25, 6 – 7:30 pm 

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 - 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