Financial Literacy Month

Boost your financial knowledge by reserving a spot by attending one of our online webinars during Financial Literacy Month.

Cash Management

April 20, 2021, at 3 pm
All aspects of financial planning start with proper cash management. Attend this webinar if you’re new to financial planning or if you’d like to benefit from ideas on how to better manage your day-to-day financial resources.

Investment Planning

April 22, 2021, at 11 am
Investing for a brighter financial future doesn’t happen by chance. It takes planning. In this learning session, you’ll discover how to develop an investment strategy based on your risk tolerance and time horizon. We’ll help you understand the benefits of a diversified portfolio and the advantages of proper asset allocation.

Risk Management

April 27, 2021, at 12 pm
You can’t predict the future, but you can prepare for it. Join this webinar to learn the process of assessing risks and developing strategies to manage them. It involves identifying a risk, measuring the potential impact, managing circumstances to the extent possible, then reassessing your situation and risk.

Retirement Income Strategies

April 29, 2021, at 3 pm
Are your expectations for retirement realistic? Find out more about preparing for the potential challenges and risks you may face, identifying your retirement income needs and possible sources of income. All this information will help you to take the next steps in planning for the retirement you desire.

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Human Resources: (585) 396-2126

Posted: April 15, 2021