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Course Description

Looking to gain a better understanding of your investments? Want clarity around the tax implications of your investments and retirement accounts? Join us for this 5-week course! Each week focuses on different elements of successful investment: foundations of the investing, common investing mistakes and how to avoid them, investment strategies that will last throughout one's retirement years, how to spot fraudulent behavior and how to protect yourself, and charitable giving for their unique life stage. Matthew Light with Botkin Rose PLC will join the last session to discuss estate planning strategies.
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