Financial Literacy Series

RegisterJoin presenter and financial advisor, Katie Mitakides, as she covers key principles and specific strategies that you can use to help you reach your financial goals.  Attend all four sessions or just come to the ones of most interest to you.  Registration is requested.


Thursday, January 16, 7:00 p.m. - Foundations of Investing

Building your investor IQ starts with understanding the basics. Whether you are new to investing or need a refresher, this presentation will discuss the importance of developing a strategy, the impact of asset allocation and the influence of inflation on your long-term goals.

Financial Literacy SeriesThursday, February 6, 7:00 p.m. - Retirement by Design

This presentation illustrates how you can translate your vision for retirement into tangible goals. You’ll learn investment strategies to help design the retirement you want. We’ll also discuss how you can add flexibility to your strategy to help you handle unexpected events and how you can keep your strategy on track.

Thursday, March 5, 7:00 p.m. - Simplify Your Spending and Saving Strategies

This workshop is designed to help you sharpen your spending and saving strategy. You’ll learn more about the basics of budgeting and the importance of managing credit and debt.

Thursday, April 2, 7:00 p.m. - Standing Guard: Protect What You’ve Worked For

You’ve worked hard to provide for your family. Whether you’re approaching retirement or have recently retired, your focus may begin to shift from building your financial foundation to protecting the financial resources you’ve created for you and your family. This presentation discusses active ways to address key risks you may encounter and strategies to help prepare for the unexpected.