Financial Wellness

Money Matters—Steps to Avoiding Scams

Money Matters—Steps to Avoiding Scams

Wednesday, August 8, 2018 | 10:30-12:00pm

Money Matters —Steps to Avoiding Scams—provides participants with a basic understanding of the types of scams targeting seniors and how to protect themselves from becoming a victim. This training is designed for those struggling to make ends meet on a fixed income. Buck Klintworth, portfolio manager with Chase Investment Counsel Corporation, facilitates this series.

Have you ever been taken advantage of or know someone who has been scammed? Did you or the person you know report the scam or fraud incident to authorities?

If you haven’t experienced a scam or swindle, unfortunately, there’s a very good chance you will face one at some point in your life. It might be as simple as a phone or email scam, but if you don’t know what to look for, the scam can spiral out of control.

Objectives of the training are:

  • How Much Do You Know About Scams & Swindles?
  • Why You’re at Risk for Financial Scams
  • The Usual Suspects & Types of Scams
  • Protecting Yourself & Loved Ones from Scams & Swindles
  • Resources to Report Scams & Financial Abuse

This is a free, educational event—NO financial products will be sold.

The class will be offered again on Tuesday, August 14th 5 pm—6:30pm.

 

ABOUT THE SERIES - The goal of the Financial Wellness Series is to help seniors increase their financial understanding, helping them become better stewards of their own resources. Lectures on managing money and investing will be offered free of charge during the summer and early fall. Four-week workshops supporting seniors in planning for retirement will be offered in the late summer and early fall for a $20 fee.

Location: Senior Center

Fee: free

Investing to Retire

Investing to Retire

Wednesday, August 15, 2018 | 6:00-8:00pm

Learn how to put together a team of trusted advisors and understand the role each plays in investment planning. Learn about the different types of investments, investment principals and strategies and ways to align investments with your financial goals. 

Participants will understand the process of creating a retirement budget that plans for inflation and predicts future income and expenses. They will gain an ability to estimate retirement income and calculate net worth. 

In this 4 week workshop (2 hours each week) discover:

  • How to prepare for life after paid work
  • How to incorporate tax and inflation assumptions decades ahead
  • How to asses and use various investment options in your portfolio
  • ...and much more!

The class will be offered again Thursdays, September 27th—October 18th 5:30pm—7:30pm.

 

ABOUT THE SERIES - The goal of the Financial Wellness Series is to help seniors increase their financial understanding, helping them become better stewards of their own resources. Lectures on managing money and investing will be offered free of charge during the summer and early fall. Four-week workshops supporting seniors in planning for retirement will be offered in the late summer and early fall for a $20 fee.

Location: Senior Center

Pay for this event online

Investing to Retire

Aug 15-Sept 5 $20.00
Sept 27-Oct 18 $20.00
Investing 102

Investing 102

Wednesday, September 12, 2018 | 6:00-8:00pm

Investing 102—will be facilitated by Jorgen Vik, Certified Financial Planner and partner with SKV group.  

So you have some money tucked away and it's not making any interest and you're not familiar with investment options.  What types of investments should you consider?  How does your personal situation impact how to invest?  How can you avoid common investment mistakes?  How do taxes, inflation, and investment expenses impact your investments?  Learn all this and more!  

Participants will learn to understand how compounding interest affects investment growth. Tools and formulas will be introduced. The benefits and risks of investing will be examined. 

In this session you will:

  • Learn the relationship between risk and potential
  • Gain an understanding of compound interest, possibly the most underappreciated concept in all of finance
  • Learn how the stock market works, how you can use stocks to invest towards your own goals
  • Learn how to construct and implement an investment plan

This is a free, educational event—NO financial products will be sold.  

Repeated Thursday, September 20 from 10 am—12 noon  

 

ABOUT THE SERIES - The goal of the Financial Wellness Series is to help seniors increase their financial understanding, helping them become better stewards of their own resources. Lectures on managing money and investing will be offered free of charge during the summer and early fall. Four-week workshops supporting seniors in planning for retirement will be offered in the late summer and early fall for a $20 fee.

Open to all.

Location: Senior Center

Fee: free