Financial Workshop: Your Source for Financial Education
YWCA, 36 Mount Desert Street, Bar Harbor
Do you have the information you need to make decisions about your financial goals? Financial education is an important step to achieving a better future. This class will address such topics as key principles of saving and investing in “Foundations of Investing,” steps to take to prepare for retirement exploring “Retirement by Design,” how insurance can help protect against unexpected life events in “Ready or Not? Prepare for the Unexpected,” and learn about the basics of estate planning with “Preparing Your Estate Plan.”
About the instructor
Elise Frank is an Edward Jones financial advisor, who established their first branch office in Bar Harbor. She was awarded the coveted Zeke McIntyre Pioneer award, which is granted to new financial advisors who achieve high levels of success early in their carreers. Only 125 out of 16,000 financial advisors are so recognized. Elise lives in Bar Harbor and is active in business and civic affairs. She is on the board of the MDI/Bar Harbor Rotary, the Bar Harbor Historical Society, and she volunteers with the Seal Cove Auto Museum and the Bar Harbor Chamber of Commerce.
Registration opens July 24, 2019 at 10:00 AM