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The Tavares Chamber of Commerce is an economic development engine. Our mission is to advocate on behalf of businesses in Tavares and throughout Lake County creating greater opportunity for all.
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The Money School with Belton Financial Group of Raymond James
The Money School is a two-part interactive educational seminar designed to: (1) shed some light on the following topics, and (2) help you begin the process of developing a financial plan tailored to your specific goals and needs. We will cover: • What a good financial plan involves, and why you need it; • The basics about stocks, bonds, mutual funds, annuities, and other investment products; • The basics about individual retirement accounts (IRAs); and • Why disability and long-term care insurance are important considerations in financial planning. Light fare and refreshments will be served. We hope to share some insights gathered from years of experience and answer any questions you may have. Together we can figure out next steps that make sense for you and your family.
The Money School with Belton Financia...Date and Time
Tuesday Jun 29, 2021 Thursday Jul 8, 2021
The Money School is a two-part event that will be held during the following dates and times: • PART I Choices (choose one date/time) o Tuesday, June 29, 2021 ? 6:00 p.m. – 8:00 p.m. o Wednesday, June 30, 2021 ? 10:00 a.m. – 12:00 p.m. or ? 6:00 p.m. – 8:00 p.m. o Thursday, July 1, 2021 ? 10:00 a.m. – 12:00 p.m. • PART II Choices (choose one date/time) o Tuesday, July 6, 2021 ? 6:00 p.m. – 8:00 p.m. o Wednesday, July 7, 2021 ? 10:00 a.m. – 12:00 p.m. or ? 6:00 p.m. – 8:00 p.m. o Thursday, July 8, 2021 ? 10:00 a.m. – 12:00 p.m.
Location
The event will be held at: Belton Financial Group 531 W Main Street Tavares, FL 32778
Fees/Admission
Free!
Contact Information
We believe you will find this seminar both informative and enjoyable. However, seating is limited, so please call (352) 253.5244 or email Megan at megan.conger@raymondjames.com as soon as possible to reserve a spot for you and a guest. We look forward to seeing you!
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