Taking Charge of your Financial Fitness - NEW CLASS!
Date: Tuesday, May 20, 2008
Time: 5:00 pm to 6:00 pm
Location: ABX University (Building 2)
Topic: Applicable for all employees, all ages and levels of participation. At this workshop, you will:
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Learn how to manage debt |
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Learn to recognize spending habits |
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Learn about saving for the future |
This workshop is ideal for those wanting to get out of debt and save for their future. This workshop is open to all employees and their spouses.
Achieving a Sound Retirement
Date: Tuesday, May 20, 2008
Time: 6:30 pm to 7:30 pm
Location: ABX University (Building 2)
Topic: If you are 5 to 10 years from retirement and are actively engaged in managing your personal savings goals, then this workshop is ideal for you. At this workshop, you’ll:
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Learn to identify expenses that will occur during retirement years |
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Learn to create a financial plan |
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Learn to build wealth through tax-advantaged accounts |
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Learn about estate planning |
This workshop is ideal for employees and spouses who are older than age 50 and 5-10 years from retirement.
Finding the Right Investment Strategy
Date: Tuesday, May 20, 2008
Time: 8:00 pm to 9:00 pm
Location: ABX University (Building 2)
Topic: Educate participants on how to determine an appropriate asset allocation in their CAP/401(k). At this workshop, you will:
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Learn how to apply a well-diversified strategy to your investment portfolio |
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Learn techniques for re-balancing your account |
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Learn how to minimize risk |
This workshop is ideal for employees and spouses who are participating in the CAP/401(k) plan and have a basic understanding of asset classes, but want to learn more about diversifying their portfolio and minimizing risk. To make the most of this workshop, bring a copy of your current CAP/401(k) account statement.