Jan 16, 2018 |
This 6-hour relaxed course explains and advises you through a wide variety of financial topics including how to earn more in your 401(k), reduce interest cost on credit debt, and taking the right steps toward meeting your financial goals. Participants will receive a work book as an at-home reference to all information covered. Spouses are encouraged to attend. Three (3) sessions, every Tuesday. Class size limited to twenty...
Jan 16, 2018 |
This 18-hour seminar/workshop will explain simple, successful investment techniques that historically have produced average annualized returns that outperform the market. There are no prerequisites required to attend the class. Participants will perform in-class exercises where they will learn how to choose the best mutual funds and stocks for their Traditional and Roth 401K, IRA/Roth IRA and Standard Brokerage Accounts. Class 1: Introduction – Investment Plans Learn the difference between Traditional 401K and Roth 401K. What are the advantages of tax deferred investments? How to make tax-free withdrawals after retirement. Class 2: Mutual Funds & Index Funds Learn about Mutual Funds, their different types and how to analyze Fidelity Funds in your 401k or an IRA. Class also covers market trends and the best time to invest in stocks and bond funds. Class 3: U.S. Steel Stock Method Learn how to get better returns investing in U.S. Steel Stock based on its cyclical pattern rather than just buy and hold. Class 4: Sector Funds Learn how to choose and invest in the correct market sectors. This method has eclipsed all other mutual funds over the last 20 years. Class 5: Stock Market Lingo & ETFs Learn how to trade stocks using Market, Limit, and Trailing Stop Orders plus how to Short Stocks. Different types of Exchanged Traded Funds and their investment advantages will also be covered. Class 6: Widely-Held Stock & Portfolio Design Taking Advantage of undervalued stocks and mutual fund window dressing. Learn to design a portfolio for your investment goals. Active USW employees only. Spouse permitted to attend with active Union member registration. Retirees are not eligible. Six (6)...
Jan 16, 2018 |
Social Security is a very important retirement asset, but most people don’t fully understand how this system operates. This workshop will offer information on making the right retirement choices, benefits you may not be aware of and multiple ways to collect Social Security. Spouses are encouraged to attend. Choose One (1) session, Tuesday afternoon or evening. Class size limited to twenty...
Jan 16, 2018 |
This class has been cancelled due to low enrollment. Want to get out of debt on loans, mortgages and credit cards? This workshop will provide simple but powerful methodology and strategies proven to help you live debt-free. Making your debt work for you and preparing for financial emergencies will also be discussed. Bring a calculator and your personal debt information for private use in class exercises. One (1) session, Thursday. Class size limited to twelve...
Jan 13, 2018 |
This informative workshop looks at all the main elements of retirement planning; coordinating Social Security choices, health care, tax planning & more. Explore the key areas fundamental to insuring your retirement is the best it can be – including having a trusted advisor to help you find solutions that work for you! One (1) session, choose afternoon or evening. Class size limited to twenty...
