Five Week Finance Workshop

October 11th - Week 1 – Rules of the Road – a generic seminar on financial planning, laying the ground work for the upcoming seminars.

October 18th - Week 2-  Stocks: The Nuts and Bolts – basics on equity investing

October 25th - Week 3 – Focus on Fixed Income – basics on bond investing

November 1st - Week 4 – An Investors Guide to Mutual Funds – basics of mutual funds.*

November 15th - Week 5 – Retirement by Design – retirement strategies

*The prospectus contains more complete information, including the fund's investment objectives, risks, and charges and expenses as well as other important information that should be considered. Your financial advisor can provide a prospectus, which should be read carefully before investing."

Priority will be given to Port Washington card holders. If you are not a Port Washington card holder, you will initially be placed on a Waiting List pending available space. Any available spaces will be filled from the Wait List 72 hours prior to the start of the class.