Financial Literacy Workshops
Learning Loft--2nd Floor

Tuesday, November 15 & 22, 5 p.m.
The Santa Maria Public Library is pleased in welcoming Naomi and Randy Altergott from World Financial Group.
Tuesdays, Tuesdays, Nov. 15 and 22 |5:00 p.m. | 2nd Floor Classroom B

World Financial Group's goal is to help people understand how their money works to avoid financial pitfalls. Our financial literacy workshops are designed to help achieve this goal together. Registration is required.
For more information, please contact the Information Desk at 805.925.0994.

 

Nov. 15 Workshop:  Understanding Asset Accumulation Strategies

In this workshop you will learn about accumulating wealth and the cost of waiting, historical returns and average returns on investments, and strategies to minimize risk

 

Nov. 22 Workshop:  Fulfilling Long-Term Goals

In this workshop you will learn about planning for the cost of higher education, Pensions, IRAs, and annuities, rollover options, and understanding tax impacts

 

 


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