Classes and Seminars
HEPPNER, Oregon Location:
430 W Linden Way
Heppner, OR 97836
- Investment Basics: Tuesday 10/9/2018 5:30-7:00 PM
- Retirement Basics: Tuesday 10/16/2018 5:30-7:00 PM
- Retirement Income Planning: Tuesday 10/23/2018 5:30-7:00 PM
To Register Contact Rita at 541 676 5226
Investment & Retirement Planning Course Descriptions:
Retirement Planning Series
This is a three part series designed to help attendees learn about planning for a comfortable retirement. The courses complement one another or they can be taken independently depending on your individual knowledge and needs.
This course is ideal for those who are new to investing as well as those that have some experience and are looking to further develop their knowledge. We will take a look at investment planning, fundamental concepts, investment types available to you, and general strategies. We will also spend some time looking at how you might go about allocating your investment dollars.
This course covers the basics of retirement planning. We will look at how to establish a plan for your retirement and discuss the critical elements to help you create a personal “roadmap”. We will go through how to estimate retirement expenses and income to identify the additional retirement income you need. We will discuss tax advantaged retirement vehicles such as IRA’s, Roth IRA’s, Annuities, 401k’s, etc.
Retirement Income Planning
This course is appropriate for those nearing retirement as well as those who are already retired. You will find out how to determine how much retirement income you will need to retire and the potential sources for that income. We will look at various types of investments and strategies that can be used to create income.