The world is rife with information on personal finance and opinions abound. Knowing where to start can be overwhelming. Join us for this weekly lunchtime series to learn the whens, whys and hows of personal finance so that you can take control of your financial well-being.
Aug 14: Where to Start with your Money
This introduction to financial basics will discuss the importance of goal setting and financial planning; touch on the basics of budgeting, managing debt and credit, investing and saving; and talk about establishing good habits for the future. You will also have a chance to ask your own personal questions. This is the 1st in a 5-part personal finance series so snag your spot today!
Aug 21: Investing 102: Making the Most of your Savings
You’ve probably heard of investing in “the market” but do you really know what a stock or a bond even is? There’s a lot of jargon in the financial world that can be confusing plus a lot of news headlines trying to scare you. After this class on stocks and bonds you’ll walk away understanding exactly what a bond or a stock is so that you can know how to put your money to work for you! In this class you’ll learn the different categories of the two investment types and how they are generally used in combination in an investment strategy. You’ll also have a chance to ask your own questions. This is the 2nd in a 5-part personal finance series so snag your spot today!
Aug 28: How to Navigate Volatile Markets
Markets go up and down all the time. But volatility doesn’t just refer to market losses; periods of big gains can be part of that fluctuation too. In this class you’re learn about the factors that contribute to market volatility, how it behaves, and strategies you can follow to help you more confidently navigate through periods of volatility in your investing journey. This is the 3rd in a 5-part personal finance series so snag your spot today!
Sept. 4: The Hidden Superpowers of Roth IRAs
Roth IRA, a funny name that has more than meets the eye. You’ve probably heard of these retirement accounts at least in passing but have you ever taken a closer look? You might be surprised at the hidden benefits found in Roth IRAs. From tax advantages to income flexibility, Austin Willson will guide you through an exploration of these hidden superpowers and explain it all using plain English. No clunky jargon or confusing industry speak to decipher here! You’ll also have a chance to ask your own questions. This is the 4th in a 5-part personal finance series so snag your spot today!
Sept 11: Planning for Success: The Key Areas of Financial Planning
A financial plan looks at every element of your financial life to help you understand where you are and where you’re going. During this class we’ll discuss the six pillars of financial planning and how you can examine your current finances and help protect what is important, accumulate wealth, plan for taxes and retirement, and preserve your wealth so you can create a legacy. This is the final class in a 5-part personal finance series so snag your spot today!
Please note: This presentation series will not be recorded.
Austin Willson
Austin Willson is a CFP® Practitioner and Financial Advisor at OsborneKlein, a private wealth advisory practice of Ameriprise Financial Services LLC, with offices in Petoskey and Alpena MI. Austin got his start in the financial services industry over 5 years ago in the Detroit Metro area. After a brief stint as a writer and editorial relations executive with a financial news startup, Austin moved back to his hometown of Petoskey to join the team at OsborneKlein. Currently, Austin focuses on helping clients feel more confident, connected and in control of their financial life through financial planning and investment management.
