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Auburn Adult and Community Education

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Personal Finance

in Personal Enrichment

Balance Your Budget, Broaden Investment Knowledge


with M Morrison

Calendar Nov 29, 2018 at 6:30 pm, runs for 1 week

This workshop is designed to help you sharpen your spending and saving strategy, and learn more about the basics of budgeting and the importance of managing credit and debt.  Also, this presentation is an expanded look at the "how" of creating an investing strategy, as well as the investment components that form your financial picture.

Retirement By Design, Focus On Fixed Income


with M Morrison

Calendar Oct 25, 2018 at 6:30 pm, runs for 1 week

This presentation illustrates how you can translate your vision for retirement into tangible goals.  You'll learn investment stategies to help design the retirement you want.  Explore the features of fixed-income investments and how quality bonds can serve as the foundation of a well-balanced portfolio.

Social Security, Health Care And Your Retirement


with M Morrison

Calendar Oct 18, 2018 at 6:30 pm, runs for 1 week

Social Security likely will be the foundation of your retirement income.  Before you retire, it's important to understand your options regarding Social Security, and the impact your decisions have on your retirement.  This seminar also addresses what steps investors should take to prepare for health care costs (including Medicare and Long-Term Care costs) to help ensure their retirement savings stay healthy.  

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