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Orono-Hampden-Old Town Adult Ed Partnership

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Personal Finance

in Personal Enrichment

Hampden - Foundations of Investing Seminar

$10

with Rob Smith

Calendar Mar 21, 2024 at 6 pm

H - Foundations of Investing Seminar - Hampden Academy

Foundations of Investing is an educational program for people who are either new to investing or need a refresher. Participants will learn:  The importance of developing a strategy, the impact of asset allocation and the influence of inflation on your long-term goals.

Thursday, March 21                   6 – 7 pm

Hampden - Estate Planning

$10

with Rob Smith

Calendar Mar 28, 2024 at 6 pm

Creating Your Estate Plan - Hampden Academy

Rob Smith Financial Advisor EdwardJones 

This presentation is designed to help people better understand the basics of estate planning so they can consider the options that make the most sense for their specific situations. Participants will learn what to consider when creating a will, the benefits of trusts in estate planning, how to help reduce taxes on estates and how insurance can help protect your family.

Thursday, March 28     6 - 7 pm

Course fee: $10

 

Hampden - Social Security: Your Questions Answered Seminar

$10

with Rob Smith

Calendar Apr 4, 2024 at 6 pm

Social Security: Your Questions Answered Seminar - Hampden Academy

Rob Smith Financial Advisor EdwardJones 

Social Security: Your Questions Answered is an educational program for people who are nearing retirement, ages 55 and up who have questions about social security. During this 45-minute seminar we'll help answer these questions: How does Social Security fit into my retirement income plan, when should I start taking benefits, what about taxes?

Thursday, April 4    6 - 7 pm

Course fee: $10

 





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