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06/23/2022 at 6:30 pm - 8:00 pm

Ivy Tech Community College Batesville Campus - Classroom 1405
1 Ivy Tech Drive
Batesville, IN 47006

Investment Planning Strategies

In Person Workshop

Course Code – VDWBC0623

Advance Registration is Required 
Register on-line now!    or

Register by phone     812-608-4086    Lines open 24/7


In Person Workshop

Not only does the economy look a lot different today than it did when you first entered the workforce, but so does investing your money for your financial future. 

Are you using the most current strategies, or the same old ones that have been used for decades?

Today’s technology allows the average investor to do so much more than they could do even a decade ago. in this class, you’ll learn how to leverage new strategies that can grow and protect your assets, and how to determine the right combination of strategy and income sources to secure your financial future.

It’s never too late or too early to start positioning yourself for a better financial future. This class aims to educate all individuals, whether you’ve just entered the workforce or you’re planning your exit.

We’ll discuss these important topics and more: 

  • Are you overfunding your 401k?
  • The impact of inflation, taxes, healthcare and living a long life on your financial future
  • Why bonds are not working as a risk management strategy
  • The differences between Mutual Funds and Exchange Traded Funds, and which makes the most sense for you
  • How the order of accounts from which you withdraw funds can make a world of difference in your retirement
  • The hidden fees of Mutual Funds and 401(k)s


Reserve Your Spot

Bookings are closed for this event.

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