Montpelier financial planner Gabe Lajeunesse will be presenting at an 8-part workshop on Financial Foundations starting on April 10th at 7 pm. Topics include: (1) Financial Rules of the Road (overview); (2) Ready or Not? Preparing for the unexpected; (3) Stocks: The Nuts & Bolts; (4)Focus on Fixed Income; (5) Investor's tour of Mutual Funds; (6)Retirement by Design; (7) Tax-free investing: It's not what you make; it's what you keep; and (8) Preparing your estate plan.

More information at pg 27 http://www.montpelier-vt.org/DocumentCenter/View/3362

Dec 24, 2024, 4 to 5 PM

Dec 27, 2024, 6 to 9 PM

Dec 27, 2024, 7 to 9 PM