Finance Seminars: Economic Outlook, Investing, Fixed Incomes

Date & Time

Outlooks & Opportunities

Tuesday, January 11

Noon-1pm | Mt. Pleasant Campus Community Room or Online via Zoom

As the spread of the coronavirus gripped the nation and the world last year, economic activity paused, and the bull market ended abruptly. The road ahead could be bumpy, but we believe the economy will continue to recover this year.

Rules of the Road

Tuesday, February 8

Noon-1pm | Mt. Pleasant Campus Community Room or Online via Zoom

The Rules of the Road presentation introduces Edward Jones' 10 Rules of the Road to investing. Participants will learn

• The most common investing mistakes and how to avoid them
• Investing strategies to help reach their long-term goal
• What they can do now to prepare for retirement

Focus on Fixed Income

Tuesday, March 8

Noon-1pm | Mt. Pleasant Campus Community Room or Online via Zoom

Focus on Fixed Income is a seminar designed to educate clients and prospects on how fixed-income investments such as bonds can help them reach their financial goals. Participants will learn

• Bond characteristics and features
• Relationship between interest rates and bond prices
• Tax advantages of municipal bonds
• How bonds may help investors weather fluctuating markets

An Investors Tour of Mutual Funds

Tuesday, April 12

Noon-1pm | Mt. Pleasant Campus Community Room or Online via Zoom

Welcome to the step-by-step guide for An Investor's Tour of Mutual Funds. This 35-minute seminar is designed to provide a detailed look at the features, benefits, and risks associated with this type of investment, as well as a roadmap to mutual fund selection.

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Cost

FREE | Please RSVP

Reserve Your Spot Today!

Please RSVP using the online form or contact Lifelong Learning at (989) 386-6651.

Instructor

Erin Ludwig, Edward Jones

Erin Ludwig is a financial advisor for Edward Jones in Clare, Michigan. Erin graduated from Central Michigan University in 2004 with a bachelors in Integrated Public Relations and is a member of the Mid Michigan College Foundation, Community Relations Committee for the Mt. Pleasant Area Community Foundation, Pastoral Council at St. Joseph, and the Mt. Pleasant Jaycees. She enjoys giving back to the local community and has generously taught a number of other financial lifelong learning classes at Mid.