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Money Matters

*Ready or Not?

Preparing for the Unexpected

Instructor: Joyce Mechler

This presentation shares tips on how to develop a

proactive strategy for protection and preparing for the

unexpected. The presentation discusses planning for

the expected, preparing for the unexpected and

positioning your portfolio for both expected and

unexpected life changes.

1 Session each

Thursday July 25

2:00-3:00 pm

$5

*Retirement - Making your Money Last

Instructor: Joyce Mechler

This presentation is designed to help clients and

potential clients prepare to live the retirement they

have envisioned. Attendees will learn investment

strategies to help build a strategy to last throughout

one’s retirement years. In addition, you’ll explore

how to address key concerns such as inflation,

health care expenses and market volatility, as well as,

ways to prepare in advance for things that may not go

as expected.

1 Session each

Thursday August 22

2:00-3:00 pm

$5

Can’t find the class you’re interested

in?

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and

we will find the teacher!

Learn from the comfort of home!

These bundles allow you to take multiple

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for our learners and offer new course

sessions monthly. Visit our website to

view start dates for the courses that

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24-Hour Access

Online Discussion Areas

6 Week Format

Expert Instructor

Monthly start sessions

Enroll Now!

INSTRUCTOR-LED

Dietert Center

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