Financial Education Workshop

  • Tue, Aug 14th, 2018 : Tue, Sep 11th, 2018 : Tue, Oct 9th, 2018 : Tue, Nov 13th, 2018
    Financial Education Workshop

    Join Cheryl Admire Bergau as she takes you through a Financial Education series designed to help you make the best financial decisions for your future and now. Lunch is complimentary! Classes will be held at Campo Felice in downtown Fort Myers on the 2nd Tuesday of each month beginning in August between 9:30am-11:30am. During the Two hour class, registrants will learn more about investing for the future as well as preparing for unexpected expenses. This course is free!

    Topics included:
    Foundations of Investing
    Focus on Fixed Income
    Stocks – The nuts & bolts
    Retirement: Making Your Money Last
    Preparing Your Estate Plan

    Call to reserve your spot today! 239-936-0423