INVESTOR EDUCATION
We believe that "an informed investor is a better investor." We offer at least two classes each month about finances, investing, insurance or taxes for our clients and their friends. We have found that people who attend these classes are less likely to be upset by current media hype or inevitable market ups and downs--and are more likely to be peaceful, savvy investors.
These classes are NOT a sales pitch for a financial product.
If our investing philosophy is new to you, or if you have never attended our classes, we recommend you attend "Myths & Truths: the Story of Investing" first, if you can.
January 14th 11:30am
January 15th 6:00pm
In Plymouth
January 13th 6:00pm
In Oshkosh
"Taxes, 2015 and Beyond"
A look at what is changing, what is not, and what may lie ahead for the tax code.
January 24th
"2nd Annual VFS Icefishing Charity Classic"
TJs Harbor Restaurant
see www.studentfishing.com
for a flier.
February 10,17 and 24th
A three part Series
"Pre Retirement Planning"
Through Plymouth Community Ed
go to www.plymouth.k12.wi.us/com.html
for more information and learn how to register.
6:00pm-7:30pm all sessions
January 15th 6:00pm
In Plymouth
January 13th 6:00pm
In Oshkosh
"Taxes, 2015 and Beyond"
A look at what is changing, what is not, and what may lie ahead for the tax code.
January 24th
"2nd Annual VFS Icefishing Charity Classic"
TJs Harbor Restaurant
see www.studentfishing.com
for a flier.
February 10,17 and 24th
A three part Series
"Pre Retirement Planning"
Through Plymouth Community Ed
go to www.plymouth.k12.wi.us/com.html
for more information and learn how to register.
6:00pm-7:30pm all sessions
