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.
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.
The event will be held at: Belton Financial Group 531 W Main Street Tavares, FL 32778
Free!
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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Printed courtesy of www.tavareschamber.com – Contact the Tavares Chamber of Commerce for more information.
300 East Main Street, Tavares, FL 32778 – (352) 343-2531 – Director@tavareschamber.com