Financial Planning

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Program Description

Event Details

Join us for this month-long course of instruction on investing and retirement planning.  Register for one or all of the listed classes.

Learn about:

  • Stocks, mutual funds, bonds and CDs,
  • Developing a Personal Retirement Plan
  • Analyzing & Increasing Retirement Income *
  • Taking Charge of your 401 K Rollover
  • Estate Planning
  • 4/2/24 -- Overview of Investments, stocks and bonds, real vs. nominal return, choosing stocks.
  • 4/9/24 -- Valuing Stocks, Mutual Funds, and fee-based accounts.
  • 4/16/24 -- Overview of Fixed Investments, Tax-free vs. taxable.
  • 4/24/24 -- Retirement planning, types of IRAs, and 401K plans.
  • 4/30/24 -- Estate Planning, Beneficiaries, Wills and Trusts.

Presented by Scott Kaufmann, Accredited Asset Management Specialist (AAMS) 



Library programs, events, and classes are photographed or videotaped for promotional purposes or to document library activities.  Notify library staff if you prefer not to be photographed. 

Los programas de la biblioteca, eventos y clases son fotografiados o filmados con fines promocionales o para documentar las actividades de la biblioteca. Notificar al personal de la biblioteca si prefiere no ser fotografiado.