The investment world is full of lingo, jargon, and terminology. It can be difficult to understand with so many buzzwords, charts, and graphs. This course goes over the basic terminology and strategy around investment and retirement planning. Whether you are just starting out or want to learn something new, the workshop will bring you back to the basics so you can become a more educated investor. You'll learn:

• Key features and strategy of bonds, stocks, and mutual funds

• Cash-flow planning in retirement

• Basics of Medicare

• Basics of estate planning

Our instructor is a registered Certified Financial Planner (CFP) and a popular presenter. 7 Classes. Limit 20.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Chris Cybulski
11:00—Noon Wednesday, Starts Feb. 18
Lamar Senior Activity Center, South Room
2874 Shoal Crest Avenue (78705)