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Money Smart Week

Money Smart Week® is a national initiative between the American Library Association and the Federal Reserve Bank of Chicago designed to help community members better manage their personal finances.

Ordinary Investing: Parts 1 and 2
In this exciting, two-night course you will learn the inside game of investing. Everything Wall Street has excluded you from will be discussed. Ron, a licensed stockbroker and financial adviser, will peel back the layers of investing and expose all of the detail the "Big Guys" don't want you to know. Including the real cost of mutual funds, the truth behind broker and adviser fees, tools the pros use & more.
Click here to register.
Tue., April 3 and Thu., April 5 from 6 - 7:30 p.m. at Library 21c

Solving the Social Security Puzzle
After giving thousands of dollars to Social Security, get back what you deserve. There are many factors involved in deciding when and how to claim your benefits. Among the topics covered in this class: how benefits are calculated, what claiming strategies maximize income, factors that impact your benefit amount, and why integrating Social Security into a holistic retirement income plan is critical. Case studies will illustrate how different claiming strategies affect your benefit amounts. Included in the class is a personalized Social Security optimization report.
Click here to register.
Wed., April 4 from 6 - 8 p.m. at Library 21c

Planning for an Awesome Retirement: Part 1
To fully enjoy retirement, you must have financial peace of mind. To have peace of mind, you need to have a plan. Part 1 covers defining your ideal retirement,income planning, and investing for the future. Included in the class is a one-on-one personal planning consultation.
Click here to register.
Mon., April 9 from 6 - 8 p.m. at East Library

Shred Day
Protect your identity by shredding extra household documents! Come to the lower parking lot (Jamboree entrance) to drop off your documents to be shredded during this time. There is no charge for this service.
Sat., April 14 from 9 a.m. - noon at Library 21c

Planning for an Awesome Retirement: Part 2
To fully enjoy retirement, you must have financial peace of mind. To have peace of mind, you need to have a plan. Part 2 covers Tax planning, healthcare planning, legacy planning, and steps to a retirement plan. Included in the class is a one-on-one personal planning consultation.
Click here to register.
Mon., April 16 from 6 - 8 p.m. at East Library

Picking Stocks Like the Pros
Discover the secrets to buying good stock values in this advanced course. Learn the three "Billionaire-Investor Strategies", the three vital ratios for finding value, how to lower risk and avoid stock disasters and much more. After this accelerated class you will have the tools, resources and know-how to build a power portfolio of quality companies.
Wed., April 18 from 6 - 7:30 p.m. at Penrose Library

Understanding Budgeting
Understanding budgeting is the first step in successful financial planning. By taking a proactive approach to managing your money, you can make informed decisions to better meet your short and long term financial goals. Before you can plan on where you want to be financially in the future, you first need to define your budget to determine where you are now.
Click here to register.
Tue., April 24 from 6 - 8 p.m. at East Library

Financial Wellness
This class will cover Budgeting, Savings, Emergency Funds, Retirement Planning, and more.
Click here to register.
Thu., April 26 from 6 - 8 p.m. at Library 21c

Money Smart Week is a registered service mark of the Federal Reserve Bank of Chicago.

Comments

Great idea to offer these classes. There are many people that can benefit for these classes. Maybe I just missed it, but since some of these classes are at the beginning of the month, I think many would benefit from advertising these classes in March.
Thanks

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