Financial Workshop: An Investor’s Tour of Mutual Funds

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Financial Workshop: An Investor’s Tour of Mutual Funds

October 24, 2019 @ 11:00 am - 12:00 pm

CF Corporate College has partnered with Edward Jones to provide CF faculty and staff free financial workshops to learn key principles of saving and investing and specific strategies to help you reach your long-term financial goals. All events will take place on the Ewers Century Center, Room 206. To reserve your spot, call Marc Stalvey at 352-512-9715. 

An Investor’s Tour of Mutual Funds
Thursday, Oct. 24, 3-4 p.m.
This session provides a detailed look at the features, benefits and risks associated with this type of investment as well as guidance to help empower you as you explore the multitude of funds available.

What Happens After the Paychecks Stop?
Tuesday, Oct. 29, 3-340 p.m.
This 50 minute session discusses income during retirement. Attendees will explore how to budget for retirement expenses, examine potential sources of retirement income and identify ways to address potential risks.

Social Security: your Questions Answered
Tuesday, Oct. 29, 3:40-4 p.m.
This 20 minute presentation discusses how Social Security fits into your retirement income plan, when you should start taking benefits and tax considerations.

Preparing Your Estate Plan
Wednesday, Oct. 30, 3-4 p.m.
This presentation will cover, things to consider when creating your will, the benefits of trusts in estate planning, how to help reduce taxes on your estate, how insurance can help protect your family. 

Details

Date:
October 24, 2019
Time:
11:00 am - 12:00 pm
Event Category:
Event Tags:
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Venue

Ewers Century Center, Room 206