Financial Strategies For Successful Retirement
Joseph Silvestri, CFP, ChFC, CLPC, Frank Gordon, CLU, LUTCF and John Beninato CDFA of Creative Financial Strategies
As Baby Boomers approach retirement, new financial questions arise. We’ll address your questions about building enough wealth to retire, increasing retirement income and exploring lifestyle options. Discuss mutual funds, insurance, stocks, bonds, estate taxes and long term care. You’ll receive a workbook packed with sound, solid information that you can take home and put to good use in the development of your own financial blueprint. Come away with a clearer picture of the opportunities available to improve your future financial security. Spouse/partner may attend for free. 3 SESSIONS
Sec 1: Wed, Oct 2-16, 6:30-9 pm
Sec 2: Thurs, Oct 3-17, 6:30-9 pm
Fee and Code: $65, XFING 002
Stock Market Boot Camp Series
Robert Cutrupi, senior portfolio director, the Cutrupi Group of Morgan Stanley Smith LLC
Stock Market Boot Camp
Explore basics for understanding the stock market to advanced strategies on how to select stocks and manage risk. Find out what information you need to increase the probability of making a successful investment. Learn how to read technical charts as well as how to review the fundamentals of a company. Investment strategies will be discussed, but no specific products will be offered.
Sat, Sep 14, 9:30 am-12:30 pm
Fee and Code: $39, XFING 073
Boot Camp-Next Steps
Expand your knowledge of the stock market. Review intermediate to advanced investment strategies combining fundamental and technical analysis (point and figure charting) and portfolio construction and risk management techniques. Learn the importance of sector and stock selection utilizing various technical tools including relative strength, momentum and trend. Students who attend this class should have basic knowledge of investing. Investment strategies will be discussed, but no specific products will be offered.
Sat, Sep 21, 9:30 am-12:30 pm
Fee and Code: $39, XFING 079
Advanced Boot Camp – Investing In Today’s Uncertain Market
Examine tactical portfolio management and tools for broadening your investment scope. Topics include: ETF (Exchange Traded Funds), Options, Investing in Bear Markets, Defense Investing, and Investing for Yield. Explore the six major asset classes: Cash, Bonds, US Equities, International Equities, Currencies and Fixed Income. Learn how to incorporate these asset classes into your portfolio. Strategies discussed, no specific products will be offered.
Sat, Sep 28, 9:30 am-12:30 pm
Fee and Code: $39, XFING 083