Instructor – Bob Patterson

Take advantage of Bob’s 49 years of business and investing experience.  When planning your retirement, please make sure you know all the tools available to you.  What is your financial adviser not telling you about your portfolio performance. What can a fixed index annuity do for you?  Need a guaranteed income for life? Come and learn the benefits of this product and how it differs from variable annuities, mutual funds and certificates of deposit. How do mutual funds compare to individual stock investments?  Where should you put your money? Should you hedge your stock investments with covered calls?  Should you buy bonds for retirement?  There are many different approaches when you invest for retirement. With this knowledge, you should be better informed when you talk to your financial adviser.  Bring your investment concerns and questions.

This one-session class is offered on Monday, October 22 from 6:30 p.m. to 8:30 p.m.

RESIDENT FEE: $10 per person

NON-RESDIENT FEE: $15 per person