A unique series is designed and facilitated by Anne Wieboldt, MBA CFA(R) CFP(R), and Nancy Wieboldt, MBA, CTFA(R), to help you to become a more confident financial services consumer.
Participating in the Financial Wellness series, you will learn how to tackle a number of common financial concerns and how to solve new concerns as they arrive. No products or services are promoted. Each class includes a review of a basic financial skill or topic, a current events-type article, and plenty of discussion time for individual concerns. About half of every class is devoted to discussion so that women present can build on each other's experience and wisdom.
March 7 - Evaluation of a Stock or Mutual Fund - Learn to use public information sources to research possible investments.
March 14 -Planning for Medical Costs - Learn how to quantify and cope with rising medical costs.