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Sweeten to offer financial education classes starting Jan. 18

January 17, 2018

Financial advisor Glenn Sweeten will offer weekly financial education classes from 6 to 8 p.m., starting Thursday, Jan. 18, at his Edward Jones office at 505 West Market St., Suite 145, Georgetown. The first week's topic will be Bring Balance to Your Budget. Participants will learn about setting personal financial goals; balancing saving, spending and borrowing to achieve goals; strategies for controlling debt and improving credit scores; and practical savings options for now through retirement.

Rules of the Road is set for Jan. 25. Introducing the Edward Jones 10 Rules of the Road to investing, the class will teach participants the most common investing mistakes and how to avoid them; investing strategies to help reach their long-term goals; and what they can do now to prepare for retirement.

Preparing Your Estate Plan will be offered Feb. 1. Special guest presenter will be attorney Cindy L. Szabo, a partner in Morris James LLP. The class is designed to help people better understand the basics of estate planning so they can consider the options that make the most sense for their specific situations. Participants will learn what to consider when creating a will, the benefits of trusts in estate planning, how to help reduce taxes on estates, and how insurance can help protect their family.

Outlook and Opportunities is the topic Feb. 8. Sweeten will discuss the economy and actions to take today. The program explores today's stock market, the importance of asset allocation, preparation for volatile markets, and opportunities in the current environment.

The Nuts and Bolts is set for Feb. 15. Stocks may play a major role as investors try to reach their long-term financial goals. This presentation shares basic information to help investors evaluate how this type of investment may fit into an overall strategy. This class looks at common versus preferred stock, dividends, investment strategy and different ways to own stock.

Social Security is the topic Feb. 22. This program is for people who are nearing retirement, ages 55 and up, who have questions about Social Security. The seminar will cover how Social Security fits into a retirement plan, when to start taking benefits, and tax implications.

Making Your Money Last is set March 1. This class is designed to help clients and potential clients prepare to live the retirement they have envisioned. Attendees will learn investment strategies to help build a plan to last throughout one's retirement years. They will explore how to address key concerns such as inflation, healthcare expenses and market volatility, as well as ways to prepare in advance for things that may not go as expected.

Refreshments and light snacks will be served. Space is limited. To RSVP, contact Cindy Cole at 302-856-3083 or c.cole@edwardjones.com.

 

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