Your browser is not optimized for viewing this website.

More information »

Maine Adult Education

Free

Register
Class is canceled

Class Size is limited to 10 people.  This class will meet every other Tuesday! 

Week 1(Feb. 9th):  Rules of the Road – Teaches fundamental concepts of investing and potential strategies to help build wealth.

Week 2(Feb. 23):  Ready or Not? Preparing for the Unexpected -- Shares tips on how to develop a proactive strategy for protection and preparing for the unexpected. Strategies include having an emergency fund, establish line of credit,  and review insurance/liability protection.

Week 3(Mar. 9):  Stocks: The Nuts and Bolts -- This presentation shares basic information to help investors evaluate how stocks may fit into an overall strategy.

Week 4(Mar. 23):  Focus on Fixed Income -- Explains the basics of fixed income investments, the seven characteristics of, the advantages of laddering and how fixed income may be part of your investment strategy.

Week 5(Apr 6):  An Investor's Tour of Mutual Funds -- A detailed look at the features, benefits and risks associated with mutual funds as well as a map to mutual fund selection.

Week 6(Apr 27):  Retirement by Design -- Discusses the need to define retirement goals, determine savings needed to reach those goals (using the rule of 25) and how to use the power of 3 (time/money/return) to reach those goals.

Week 7(May 11):  Tax-Free Investing – Overview of tax-advantaged investments such as muni bonds (muni/UIT/mutual funds), IRAs (traditional/Roth/401k/403b) and/or life insurance.

Week 8(May 25): Preparing Your Estate Plan -- Basic overview of estate planning -- account  registration, beneficiary designation,  will, trust, tax information, life insurance and TOD. (Note: Subject to an estate-planning attorney being present).

  • Feb 9 - May 25th, 2021
    Tue for 8 weeks from 6:30 - 7:30 pm

Mount View High School

577 Mount View Rd.
Thorndike, ME 04986 Get directions

Room: H205

Location map for Mount View High School
This program is offered by RSU #3 Adult & Community Education . For more information, contact 207-568-3426.




Forgot password?
Staff Log In