Finance Seminars: Retirement Plans, Stocks, & Investing

Date & Time

Leave It, Move It, Roll It, Take It!

CANCELLED

5:30pm-6:30pm | Mt. Pleasant Campus | CSS 235

Learn how to handle your 401(k), pension, or other employer-sponsored retirement plan when you change employers and careers.

Stocks: The Nuts and Bolts

Wednesday, April 15

5:30pm-6:30pm | ONLINE via WebEx

Develop a strategy to evaluate stocks and determine if they fit into your overall investment strategy. Learn how to differentiate between common and preferred stocks, dividends, investment strategies, and different stock ownership options.

Tax-Free Investing: It’s Not What You Make, It’s What You Keep!

Wednesday, May 13

5:30pm-6:30pm | ONLINE via WebEx

Gain a general understanding of tax-advantaged investments such as muni bonds (muni/UIT/mutual funds), IRAs (traditional/Roth/401k/403b), and life insurance.

Cost

FREE | Please RSVP

Reserve Your Spot Today

Please RSVP using the online form or contact Mid 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.