Statistically, by choice or circumstance, most women will be on their own to navigate finances at some point in their life. Are you aware of the unique financial challenges and circumstances women face? It's critical for women to learn about, and understand, these challenges. This workshop series teaches an overview of investing basics as well as in depth knowledge of the most common subjects. Take this opportunity to learn in a friendly setting, where all questions are smart questions. Sign up for one class or the entire series. For women of all ages and life stages. All classes will be taught in person at Cutter & Company in Ballwin, in a social distanced/safe setting, and presented by Cindy Whitman, Financial Advisor. Tuesday, May 11: Basics of Investing for Women: An introduction to the basics of investing with an overview of stocks, bonds, mutual funds, asset allocation, risk tolerance, diversification, and more. Tuesday, June 8: Stocks and Bonds: An in depth look at stocks and bonds, how they work and how they might fit in your portfolio. We will discuss common vs. preferred shares, dividends, and ways to own stocks. In addition, we will explore the features and benefits of fixed income investing and how quality bonds can help balance out your portfolio. Tuesday, June 22: Mutual Funds and ETFs (exchange traded finds): Confused by mutual funds and other professionally managed investments? We will discuss the features of these types of investments including costs, money managers, and more. Tuesday, July 13: Annuities & Life Insurance: Learn all about annuities and life insurance, including types of annuities, suitability of annuities, types of life insurance, reasons for having life insurance, and more Tuesday, July 27: Estate Planning Basics: Everyone needs an estate plan, regardless of how many assets they have. We will learn about all of the key documents you need to have in place including beneficiaries, wills, trusts, POAs, TODs, and more. Please join us for these financial workshops so you will be ready! Each session will focus on a different investment, and give an in-depth education on the subject. You can choose a particular session to attend, or you can attend the entire series. This is an amazing opportunity you won't want to miss! All classes are presented by Cindy Whitman, Financial Advisor. Ages 18+ LOCATION: Cutter & Company Financial Service, 15415 Clayton Road, Ballwin, MO 63011 6:00-7:30 p.m. $15 | $7.50 Gold Card | $12.75 Silver Card Masks will be required and social distancing will be practiced. Gold Card members (district residents ages 60 and older) receive a 50% discount for this class. The discounted rate will automatically be applied at checkout. You must have a Gold Card issued in your name to receive the discounted rate. If you do not have a Gold Card and would like to request one, complete an online request form. For any questions, please call us at 636-891-6644. Silver Card members (residents outside of the Parkway and Rockwood districts ages 60 and older) receive a 15% discount for this class. The discounted rate will automatically be applied at checkout. You must have a Silver Card membership to receive the discounted rate (you will not receive a physical card). If you are not registered for a Silver Card and would like to register, complete this online request form. Note: the Silver card does not provide free/reduced admission to Parkway or Rockwood High School sponsored events.
