Aug 15, 2018 |
This class is cancelled due to low enrollment. 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...
Aug 15, 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...
Aug 15, 2018 |
This class is cancelled due to low enrollment. Wouldn’t it be wonderful to keep your entire monthly paycheck in your own pocket? Learn how to achieve zero balances on credit cards, eliminate auto and home loans, and feel empowered to have financial freedom. You can achieve these goals through simple math and the benefit of an experienced instructor with years of success. Bring your personal debt information for private use in class exercises that will move you from classroom to “paid in full”. This class will also provide guidance on student loan repayment. One (1) session, Monday evening. Class size limited to twelve...
Aug 14, 2018 |
Medicare is the government health care program available for people beginning at age 65. This program has lots of deductible and co-pays which can cost thousands of dollars every year. Attend this workshop to learn what you need to know about Medicare and how to control medical costs in retirement. One (1) session, Tuesday evening. Class size limited to twenty...
Jan 16, 2018 |
This class has been cancelled due to low enrollment. In this workshop you will learn the advantages and disadvantages of renting vs. owning a home. Identify your readiness to buy a home and learn the basic terms and disclosures used in mortgage transactions. Be aware of predatory lending practices and loan scams and learn how PNC Workplace Banking can help through the process. One (1) session, Thursday; choose either afternoon or evening. Class size limited to twenty...
