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Money Matters

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Financial Literacy Series

Join us on the 3rd Saturday of each month @ 10am at the Scotts Valley Library to develop a better understanding of how to manage your personal finances. Learn about a different topic each month with George Haas and Anthony Rovai, financial advisers at Money Concepts Capital Corporation. Start getting your personal finances in shape. The series starts on September 16th and runs through May.
  • SEP 16 Sunnyside Up
    How to Crack Your Retirement Nest Egg.
  • OCT 21 The ABC’s of Health Insurance
    Learn about PPO’s, EPO’s, HMO’s, Medicare Supplements, Advantage Plans, Drug Plans, and the ACA.
  • NOV 18 Retirement Planning and Tax Planning for the year 2017
    Learn about different types of retirement plans: 401(K), 403(B), 457(B), IRA vs. Roth IRA, and SEP Plans. Also, the 401K Optimizer, Tax Efficiency, and Risk Management.
  • DEC 16 The ABC’s of Annuities
    Learn about types of annuities: Fixed, Fixed Index, Variable, Lifetime Income Riders.
  • JAN 20 The ABC’s of Life Insurance
    Learn about types of life insurance and riders: Term Life, Universal, Variable Universal, Index Universal, and Whole Life. Also Disability and Long Term Care Riders.
  • FEB 17 The ABC’s of Investment
    Learn about Risks and Rewards and Investment types: Stocks, Bonds, ETF’s, Mutual Funds, Annuities, LLP’s, DST’s, Treasuries, and CD’s. Presented by an Alternative Investment Specialist guest speaker.
  • MAR 17 Retirement Planning and Tax Planning for the year 2018
    Learn about retirement vehicles, the 401K Optimizer, Tax Efficiency, and Risk Management.
  • APR 21 Trusts, Wills, and Estate Plans
    Learn about tax efficiency and plan preparation with a local trust attorney.
  • May 19 Real Estate and Lending
    Learn about types of real estate transactions: Commercial, Multi-Family, Office, Industrial, and Single Family, from mobile homes to mansions. Also Financing, Cap Rates, and Return On Investment.

View similarly tagged posts: Santa Cruz, Services, Events, Library Classes
Posted by cowend on Aug. 28, 2017 at 6 a.m.

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