Investing Workshop Series
presented by CRBT Wealth Management
WORKSHOP #1: THE BASICS
Wednesday, July 13, 2016
Elmcrest Country Club | 1 Zach Johnson Dr | 11:30 am - 1:00 pm | Lunch Provided
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
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!