Investing Workshop Series

presented by CRBT Wealth Management

 

Details:

WORKSHOP #1:  THE BASICS

Wednesday, July 13, 2016

Elmcrest Country Club  |  1 Zach Johnson Dr  |  11:30 am - 1:00 pm  |  Lunch Provided

OR

Wednesday, September 14, 2016

Bistro on the River  |  411 1st St SE  |  8:30 am - 10:00 am  |  Light Breakfast Provided

In this session, we'll start with a brief review of CRBT's daily banking solutions available for you and your family to build and maximize your finances.  We'll then shift our focus to a discussion on investment basics. You will learn the difference between stocks and bonds, mutual funds, variable annuities and trusts.  We'll also cover different types of investment strategies, philosophies and how they are impacted by your future goals such as retirement and/or children's education.

 

WORKSHOP #2:  ONE-ON-ONE CONSULTATION WITH CRBT WEALTH MANAGEMENT

Appointment TBD

Cedar Rapids Bank & Trust  |  500 1st Ave NE  |  Scheduled at Your Convenience

Our series concludes with a customized one-on-one meeting with a CRBT Wealth Management advisor. Together, we'll discuss your family's unique goals and provide recommendations to help you make them a reality... or confirm that you're already on the right track. Plus, receive a CRBT VitalDoc binder to help you start organizing all aspects of your financial life!

 


Register today: