This class is designed to help with investment education and selection as well as portfolio management for Baby Boomers and Retirees.  This class will discuss Mutual Funds, Stocks, Bonds, CD's and other conservative investments, as well income solutions from 401k's, 457's, IRA's, and other retirement plans.  This class will also discuss proper Asset Allocations for different risk tolerances.

Instructor:  Tom Campeau, Edward Jones

#2029100   3/17  Sa   9:00 am - Noon

Fee:  $39.00

Location:  EGACE

Learn the recipe for financial freedom in ten easy steps!   You may have heard or seen them before; but didn't pay attention.  Attend this workshop and you will work through the ten steps and learn how to create positive financial habits.

#2029300  4/18   W  6:00- 7:30 pm  

Fee:  $34

Location:  EGACE

Instructor:  Anita Renee Johnson, Speaker, Author, Wealth Manager

(14-18 years of age)

After completing this class, students will be able to identify the wearing signs that lead to financial

trouble and be able to gather information to make the best decisions for themselves. Students will

become knowledgeable about payroll deductions, income taxes and the W-4 form. Students will create

a budget and learn to identify fixed and flexible expenses. Students will learn about the importance

of opening a bank account and will learn how to avoid costly alternatives to banking and

the value of good credit.

Instructor: April Perkins

#2024501   3/12, 19 & 26 Th 4-6 pm

Fee: $49, plus a $10 materials fee payable in class

Location: EGACE 

This two-session class will educate women in the art of recognizing the spending habits that keep them from saving for their future. Women retire in poverty at a rate of 80%.  This number will increase if women are not educated properly in wealth building.  No more complaining!   Become financially savvy by attending this workshop.

#2029200  3/5 & 3/7 M & W    6:00-7:30 pm

Fee:  $49

Location:  EGACE

Instructor:  Anita Renee Johnson,  Speaker, Author, Wealth Manager