Learn about different types of insurance, what they typically cover, and basic terminology. Learn about stocks, bonds, mutual funds, dividends, interest, tax forms, and basic terminology. Learn differences between retirement, non-retirement, and college savings accounts.
Lunch, snacks and drinks will be provided depending on the session attended. Participants will also receive a copy of the workbook for the session attended.
Registration required prior to the workshop. Walk-ins not allowed due to ensuring enough food and supplies are available.