Rockford Area Schools Community Ed

This will be a Financial Wellness Series. Come to one or all three sessions! Although each session is FREE, we do require you to register. Feb. 17th: Comprehensive Retirement Planning: Retire with confidence by learning how to optimize distributions from Social Security, Pensions, work retirement plans and Traditional IRA. Learn about the benefits of Roth IRA and how they can help reduce your taxes. The course also covers importance of Estate Planning, Long Term Care Insurance and when Annuities are useful. 6-8 pm Feb. 24th: Principles of Sound Investing: Edward Jones Financial Advisor Tarun Bhatia will cover 10 principles of investing that can help you achieve your goals and avoid common investing mistakes. 4:30-6:30pm Feb. 26th: Fraud Awareness: Fighting financial fraud starts with education as well as communication between family members and their financial professionals. Financial Advisor Tarun Bhatia will share information to help you to recognize possible issues, prevent fraudulent activity and protect yourself or a loved one if fraud does occur. 6-8pm Instructor Bio: Tarun Bhatia is a Financial Advisor at Edward Jones. He is honored to serve families and small businesses throughout communities in Minnesota. He also holds MBA with Finance from University of Massachusetts and Computer Engineering degree from Iowa State University.