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Investing After 60


Monday, November 27, 2017


Cedar Falls Center 111

Map and Directions

Investing when you are 60 is much different than when you were 30 years old. Your life has changed and your goals are different. The kids are gone - or maybe they aren't. Perhaps you are divorced or widowed. Maybe you started your own successful business or have been blessed with a financial windfall. Or perhaps you suffered a health tragedy and are in severe debt. It's just as important to continue to invest in your financial future, and even more critical to preserve what you have earned. At this point in life, you don't have the time to make-up for financial mistakes and gamble on risky investments. Let Mitchell Roose, former financial analyst and economic forecaster, help you get the facts straight without any sales pressure. He'll explain the difference between investments options like stocks, bonds, mutual funds, Traditional and Roth IRAs, 401Ks, plus who can benefit from those types of investments, along with retirement planning, income taxes, life insurance and long term care insurance.

Pre-registration required.

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  1. continuing education
  2. continuing education life and leisure
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