Saving for your Future
– having a clear plan for both short-term and long-term savings is an essential part of building wealth. This workshop will provide you with the fundamentals of how to get started with a savings strategy and tips to build and sustain your accounts. Core topics:
The three (3) core categories of personal savings accounts
Savings do's and dont's
Understanding basic investing options (401K’s, CDs, IRAs, Stocks, Bonds, Mutual Funds)
The basics of Social Security
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