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Financial Wellness Series

Wednesday, April 10, 2019, 2:00 AM


We've partnered with Montgomery County Public Libraries to offer a series of financial seminars to help walk you through the ins and outs of "all things" money. The seminars will be led by Jamie Lapin, owner of Risk Management Group, LLC. Seminars will take place at the Rockville Memorial Library.  Topics include: March 12: Financial Planning 101, Second Floor Meeting Room Financial Planning 101: Do you know the difference between a stock and a bond? Do you recognize the need to invest to beat inflation, but are scared due to the volatility of the market? Learn the basics of financial planning, term, and tools to equip yourself with the knowledge you need to succeed financially. March 26: Planning for Your Retirement, First Floor Meeting Room Planning for Retirement: Not running out of money before running out of time is most people’s biggest concern. Learn how do you use your assets or sources of income to make sure your retirement is safe and secure. Our goal is to maximize your resources and your autonomy. Because it’s not just your money, it’s your future.  April 2: Social Security & Medicare, First Floor Meeting Room  Smart, strategic decision-making about Social Security and Medicare can be as important as saving, investing your assets and planning for expenses. When should you take it? When must you take it? Learn how to utilize and maximize the government programs you have invested in for your working lifetime. April 9: Divorce and Money, First Floor Meeting Room Divorce and Money: Divorce is a strain on your finances as well as your nerves. Will you be fiscally ok when it’s over? What is your role in making sure of that?

Tickets: https://www.eventbrite.com/e/financial-wellness-series-tickets-55726040086?aff=aff0eventful

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150 Gibbs Street
Rockville, MD 20850

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