RETIREMENT, ARE YOU READY?
Concord Community Center
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 Wednesday, April 24 from
6:30 p.m. to 8:30 p.m.
RESIDENT FEE: $10 per person, $15 per couple
NON-RESDIENT FEE: $15 per person, $20 per couple