Office of Community Education
Fall 2009
Investment Choices in The MarketPlace Today
This information-rich seminar introduces you to the concepts and practices that will help you spend your retirement comfortably and in control of your finances. Financial Strategies for Successful Retirement will show you a conservative approach to wise money management and will help you identify lifestyle issues facing retirees. You will learn how to get the most from your investments, Social Security and retirement plans. This course will also show you how to protect your hard-earned assets from erosion due to inflation and the possible cost of long-term health care. Your registration fee includes handouts that will aid in your understanding of the topic. They will also provide a vehicle for you to use to determine an investment strategy. The information you learn at Investment Choices in The MarketPlace Today will pay dividends for the rest of your life.
Note: This course is continually updated to support the changes in the Financial World.
Comprehensive Seminar Agenda:
Topics To Be Covered
| Money Markets | Certificates of Deposit | Bonds |
| Market Index CD-FDIC | Zero Coupon Bonds |
Stocks |
| Retirement Planning | Estate Planning | Annuities |
| Financial Goals & Planning | Tax Planning | Insurance |
| Mutual Funds | Collateralizd Mortgage Obligations(CMO's) |
| DATES: | March 11, 18 & 25, 2010 |
| TIMES: | 7:00 PM - 9:00 PM |
| LOCATION: | York College of Pennsylvania Building: McKay Hall Rm: TBD |
| COST: | $30 per individual or $25 per couple |
To register, call (717) 815-1451 or e-mail ocapd@ycp.edu. (Seating is limited. Please register in advance.)
Instructor: The instructor for this very important Financial program is a sixteen (16) year professional with a great wealth of investing experience and knowledge. The Instructor has an excellent and strong record of positive investments and investment selection. This presentation will be geared to the basic and intermediate investor.