Oct 16, 2017 |
How much do you really know about credit reports and credit history? Learn why credit is important, as well as how to order, read, and analyze your credit report. Discover how you can build or improve your credit history and use credit even more effectively as you strive to achieve your financial goals. Presented by PNC Workplace Banking. Open to all Mon Valley Works – USW active employees, spouses, and retirees. Choose only one session. (Class size limited to 30 per...
Aug 14, 2017 |
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. Spouse permitted to attend with active Union member registration (Retirees are not eligible). 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. Six (6) sessions, Mondays and Tuesdays,...
Aug 14, 2017 |
Women face unique challenges in their financial lives. Studies show women have a longer life expectancy, spend more on healthcare, and make most of the financial decisions regardless of marital status. Decisions made early in life can have a major impact in later years. This workshop will give you the knowledge necessary to make good choices, for yourself and with your partner. Make it a date and bring your Spouse! Gary Boatman, of Boatman Wealth Management, LLC will help you find out how to plan to have the best retirement plan possible. One (1) session, Wednesday afternoon 3:30- 5:00 PM Class size limited to twenty-five...
Jan 5, 2017 |
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...
Jan 5, 2017 |
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 pre-requisites 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 & Roth 401K, IRA/Roth IRA, and Standard Brokerage Accounts. Spouse permitted to attend with active Union member registration. Retirees are not eligible. Registration Ends March 3. 3/13/17- Class 1: Introduction- Investment Plans The difference between Traditional 401K & Roth 401K. What are the advantages of tax-deferred investments? How do you make tax-free withdrawals after retirement? 3/14/17- Class 2: Mutual Funds and Index Funds Learn about Mutual Funds, their different types, and how to analyze Fidelity Funds in your 401K or IRA. The class also covers market trends and the best time to invest in stocks and bond funds. 3/20/17- 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. 3/21/17- 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. 3/22/17- Class 5: Stock Market Lingo and ETF’s 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. 3/28/17- Class 6: Widely-Held Stock & Portfolio Design Take advantage of undervalued stocks and mutual fund window dressing. Learn how to design a...
