Events +
classes

Tax Planning Before and During Retirement

Class #3

Casey Redmond

Tuesday, March 17th

5:30pm - 6:30pm

Waterloo Public Library

Tax Planning Before and During Retirement

Class #4

Casey Redmond

Tuesday, March 24th

5:30pm - 6:30pm

Waterloo Public Library

Fin Heads

In Person and Zoom

Mike Finley

Saturday, April 4th

10:00am - 11:00am

Cedar Falls Public Library, Reach out to Mike for the Invite

The Path to Prosperity

Class #1, In Person and Zoom

Mike Finley

Monday, April 6th

6:00pm - 7:00pm

800 Sycamore Street Waterloo

Bogleheads

Social Security Decisions and the Portfolio

Mike Finley

Saturday, April 11th

10:00am - 11:30am

Corralville Public Library

The Path to Prosperity

Class #2, In Person and Zoom

Mike Finley

Monday, April 13th

6:00pm - 7:00pm

800 Sycamore Street Waterloo

The Path to Prosperity

Class #3, In Person and Zoom

Mike Finley

Monday, April 20th

6:00pm - 7:00pm

800 Sycamore Street Waterloo

The Path to Prosperity

Class #4, In Person and Zoom

Mike Finley

Monday, April 27th

6:00pm - 7:00pm

800 Sycamore Street Waterloo

Fin Heads

In Person and Zoom

Mike Finley

Saturday, May 2nd

1:00pm - 2:00pm

Cedar Falls Public Library, Reach out to Mike for the Invite

Stuff the lawyer wants me to say: Investing outside a bank or a credit union is not FDIC insured. You may lose the value in the investments you select. All information provided here is for informational purposes only. It is not an offer to buy or sell any of the securities, insurance products, or other products named. Translated: I am not selling anything! Educate yourself, research the information that you learned and finally make the right decisions that will benefit you and your family going forward.

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