Future Classes:

 

Social Security Class Week #1 / ScholarSpace Room / UNI Library / 6 to 7:30 / May 17th

 

Social Security Class Week #2 / ScholarSpace Room / UNI Library / 6 to 7:30 / May 31st

 

Medicare Class One Week Only / ScholarSpace Room / UNI Library / 6 to 7:30 / June 7th

 

Retirement Seminar Week #1 / Upstairs / Cedar Falls Library / 6:30 to 8:00 / July 10th

 

Retirement Seminar Week #2 / Upstairs / Cedar Falls Library / 6:30 to 8:00 / July 17th

 

Retirement Seminar Week #3 / Upstairs / Cedar Falls Library / 6:30 to 8:00 / July 23rd

 

Achieve Financial Freedom / Hawkeye (Cedar Falls location) / 6 - 9 / July 24th / Register here

 

Retirement Seminar Week #4 / Upstairs / Cedar Falls Library / 6:30 to 8:00 / July 31st

 

Master Your Investments / Hawkeye (Cedar Falls location) / 6 - 9 / August 13th / Register here 

 

   

Beware of brokers and insurance agents eager to escort your cash to another annuity. Investors get switched from one mediocre annuity to another all the time because brokers receive healthy commissions every time they convince someone to jump. - Daniel Solin

Why should an individual see Social Security as an insurance program rather than a retirement program?

This week's recommended book is All About Asset Allocation, by Rick Ferri. The importance of asset allocation within a portfolio cannot be overstated. Rick Ferri does a splendid job of describing the many issues and solutions when it comes to this rather abstract idea. The book is in plain language that can be understood by the beginner or advanced investor. Take this opportunity to learn more about this very important subject with an author who knows his stuff. Higher investment returns will soon follow!

Are you Financially literate?

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