2017 R&W Seminars

Simplifying the Pursuit of Your Financial Goals – August 9th – 12pm – 1pm – Bldg. 31, Rm. 7 

Focusing on challenges faced by investors with more than $50,000 in invested or investable assets and introducing possible solutions. RSVP to RMDennis@firstcommand.com.

From Kindergarten to College: How to Plan for Your Child’s Education – August 23rd – 12pm – 1pm – Bldg. 31, Rm. 8 

Brought to you by PNC Bank.  Learn how to prepare for the future and save for your child’s education with 4 easy tips!   RSVP to William.Scarborough@pnc.com

Are You Financially Ready to Retire – August 29th – 12pm – 1pm – Bldg. 31, Rm. 7

Participants will walk away with the opportunity to develop their personal financial plan at no cost.  Washington Retirement Planning Specialists, a Private Wealth Advisory Practice of Ameriprise, has successfully presented this workshop for 9 years at various federal agencies.  Find out what kind of lifestyle you can afford and sustain in retirement.  You will also learn about your weaknesses and what to do about them.  Given the prevailing uncertainties in all federal agencies, if you are thinking about retirement or changing jobs, this is a timely opportunity for you to assess accurately where you stand and if you are ready to face your financial future confidently.  Call Yvonne at 240-720-0084 X 110 or just show up at our event.

Ameriprise Seminar

Tax Strategies for Smart Investors – Sept. 12th – 12pm – 1pm Bldg. 31, Rm. 2 

Taxes are likely to be your single largest expense each year, and a tax diversification strategy can properly allocate and diversify your investments. The presentation illustrates three possible tax scenarios — taxable, tax-deferred, and tax-free. Discusses ways to position investments for the best tax situation to pursue retirement income goals.  RSVP to RMDennis@firstcommand.com.

Credit Score Myths & Facts – Sept. 19th – 12pm – 1pm – Bldg. 31, 6th Floor C-Wing, Rm. 9 

Having a good credit score can help you get the best rates when you borrow money. Make sure you know what can impact your number.  RSVP to William.Scarborough@pnc.com

By | 2017-07-28T13:55:06+00:00 January 23rd, 2017|Uncategorized|Comments Off on 2017 R&W Seminars