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+ Many people have questions about tax saving investment options. Discover strategies including tax free income, tax deferred income, RMD options, tax free wealth transfer, and more. For men and women of all ages and life stages. Presented by Cindy Whitman, Financial Advisor Date Workshop Description November 17 All About Mutual Funds and ETFs Join us as we learn about mutual funds and exchange traded funds (ETFs), including how they are managed, structured, costs, and more, January 19 Basics of Investing for Women Join us as we learn the basics of investing, including stocks, bonds, mutual funds, risk tolerance, investment pyramid, and more. This class is geared towards the learning style of women, and taught from a female perspective. For women of all ages and life stages. January 26 Basics of Investing Interested in learning the basics about stocks, bonds, diversification, and investing strategies? Join us for this workshop to learn about these subjects and more. For men and women of all ages and life stages. February 2 Retirement Planning, The Building Blocks Retirement planning is a detailed and confusing process that many people don't think about until it's too late. This workshop will go through the building blocks to put in place as you navigate toward retirement. Best suited for men and women who are between 2 years and 10 years from retirement. February 9 Retirement Income Planning: Replacing the Paycheck Losing a paycheck is one of the most stressful concerns people have as they approach retirement, or are living in retirement. Join us as we learn about retirement income strategies and how to figure income gaps, withdrawal rates, reliance rates and more. Best suited for men and women who are less than 2 years from retirement or who are currently retired. February 16 Tax Free Investing Strategies Many people have questions about tax saving investment options. Discover strategies including tax free income, tax deferred income, RMD options, tax free wealth transfer, and more. For men and women of all ages and life stages. 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.
