Parkway-Rockwood Community Ed

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+ Date Workshop Description September 15 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. September 22 Divorce: Navigating the Stages Recently divorced or facing divorce? This class will go through the stages of divorce, steps to take as you navigate your new life changes, emotional and financial, and more. September 29 All About Stocks This session will be an in-depth understanding of stocks and ways to own them, including how they may fit into your overall investment picture. October 6 Managing Money Through Grief: Tips for Widows and Widowers Losing a spouse comes with many changes, including financial. Join us as we discuss what financial changes to expect, ways to navigate these changes, and strategies to get back on course. October 13 All About Fixed Income (Bonds) Interested in learning more about bonds? This class will discuss bonds and bond investments in depth, including types of bonds, ways to own them, and how they might fit into your investment portfolio. October 27 Annuities & Insurance Products Confused about annuities and insurance? Join us to learn about the types of annuities and why they may, or may not, be right for you. We will also learn about types of life insurance and why you might need or want it. November 4 Healthcare in Retirement Did you know that your health is the greatest risk to your retirement plan? This workshop will discuss planning for unexpected health issues. We will learn about Medicare options, supplements, and long term care options. November 10 Retirement Income Strategies for Women Since women generally have several years in retirement, it's crucial to have a solid plan in place for income replacement. Learn about income gap, withdrawal rates, reliance rates, cash flow strategies, and more. December 1 Estate Planning Basics for Women Everyone needs an estate plan, regardless of the size of the estate. In this workshop, we will learn about wills, trusts, TODs, POAs, advance directives, and the importance of these documents. In addition, we will also discuss inheritance options. December 8 Financial Strategies to Finish the Year Making smart financial decisions at the end of year can make tax season a bit happier. This workshop will go through year end tips including charitable contributions, IRAs, capital gains, wash sale rules, RMDs and more. LOCATION: Cutter & Company Financial Service | 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.