Finance Education Series | Online Event

Category: Event Calendar

Past Dates & Times

  • Wednesday, Jan 20, 2021 12-1 p.m.
  • Wednesday, Nov 18, 2020 12-1 p.m.
  • Wednesday, Oct 21, 2020 12-1 p.m.

Location

Vista Chamber Of Commerce
127 Main Street

visit website

Details

The Vista Chamber of Commerce presents a new series of seminars spanning many areas of the Financial Industry, to include investments, retirement planning, lending, and taxes.

Members and the community are invited to these free webinars and live events every third Wednesday of the month (December will be dark). Your advance registration will give you the log in information to attend on Zoom. It also gives the experts the information they need to follow up with a more personal touch through an email and a phone call. Please RSVP to Cathy@vistachamber.org.

The first two in our series will be hosted by Scott Patterson, Edward Jones Financial Advisor.

October 21- Five Money Questions for Women Seminar: Sharing perspectives on a process women can use to identify financial goals and set a strategy. Geared for women age 35-59.


November 18 - Time Matters: A women's Retirement Outlook Seminar: A women focused seminar discussing retirement income, Social Security, withdrawal rates, preparing for the unexpected, inflation risks, and costs of health care and long-term care. Geared toward the soon to retire women.

January 20 - Robert Briones with Thrivent Financial will present on the topic of taxes, investments and retirement planning.