Mar 222018
 

The Miller Library welcomes Jonathan H. Strong, CRPC from UBS Financial Services, Inc. to present two seminars about investing. Both seminars will include portfolio examples and a question and answer period.

Income Investing in Tax Free Municipal Bonds – How to Create Tax Free Income Over Your Lifetime

Thursday, May 3, 6 pm, Warren Community Center Cafeteria

This seminar will cover how to earn tax-free income using Michigan Tax Free Municipal Bonds and conservative income strategies, and the benefits of tax-free investing – for short or long-term needs – and to increase monthly income. Mr. Strong will discuss how to earn a higher level of tax-free interest on cash now at your local bank and different types of conservative tax-free investment strategies in an uncertain stock market. Examples of available local bonds will be discussed.

Registration required. Register here or call 586.751.5377.

 

Investing for Beginners – How to Develop a Successful Investment Program

Wednesday, April 11, 6 pm, Warren Community Center Conference Room A

Learn how to develop a diversified investment program using a long-term approach. Discussion will include strategies to save, commit to regular investing, and start a program with as little as $100 per month.

Key programs:

  • IRA
  • Roth IRA
  • 401k Plan
  • 529 College Savings Plan
  • Low cost mutual funds
  • Stocks

Registration required. Register here or call 586.751.5377.