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2 Results

  • Retirement: Making your Money Last

    Retirement: Making Your Money Last is designed to help clients and potential clients prepare to live the retirement they have envisioned. Attendees will learn investment strategies to help build a strategy to last throughout one's retirement years. In addition, you'll explore how to address key concerns such as inflation, health care expenses and market volatility as well as ways to prepare in advance for things that may not go as expected.
    Tue, May 12
    6:30 - 7:30 PM
    Vista
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  • Caledonian Global Financial Services (flickr) (CC BY 2.0)

    What in the World is Going on in the Markets Today?

    We will examine current market conditions by looking at the recent prices of stocks, bonds, interest rates, commodities and real estate. We will explore risks and how to deal with inflation via rising income strategies to deal with unpredictable future markets. This class will help you explore current market risks and how to address them. Medicare and Social Security will also be another topic of the class.
    Tue, Apr 21
    6:30 - 8:30 PM
    Vista
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