The Miller Library welcomes Jonathan H. Strong, CRPC from UBS Financial Services, Inc. to present two seminars about investing. Both seminars will include portfolio examples and a question and answer period.
Income Investing in Tax Free Municipal Bonds – How to Create Tax Free Income Over Your Lifetime
Thursday, May 3, 6 pm, Warren Community Center Cafeteria
This seminar will cover how to earn tax-free income using Michigan Tax Free Municipal Bonds and conservative income strategies, and the benefits of tax-free investing – for short or long-term needs – and to increase monthly income. Mr. Strong will discuss how to earn a higher level of tax-free interest on cash now at your local bank and different types of conservative tax-free investment strategies in an uncertain stock market. Examples of available local bonds will be discussed.
Registration required. Register here or call 586.751.5377.
Investing for Beginners – How to Develop a Successful Investment Program
Wednesday, April 11, 6 pm, Warren Community Center Conference Room A
Learn how to develop a diversified investment program using a long-term approach. Discussion will include strategies to save, commit to regular investing, and start a program with as little as $100 per month.
Key programs:
- IRA
- Roth IRA
- 401k Plan
- 529 College Savings Plan
- Low cost mutual funds
- Stocks
Registration required. Register here or call 586.751.5377.
