Starting January 17, 2018, we are launching a brand new year-long Wellness Wednesdays series for the public, which are sponsored by TS Prosperity Group. This one-hour educational series will be hosted for clients and community members to learn more about financial wellness topics that can be applied to their financial life. The series will focus on content for three audiences that include young savers, retirement planners and small business owners. Sessions will feature both guest speakers and bank experts to help answer questions about your financial life. These are completely free and will also include FREE food and drink. We are excited to be offering this in the Council Bluffs/Omaha area.
All sessions will be located at:
TS Bank, 1st Floor Conference Room
43 Scott Street
Council Bluffs, IA 51503
The Good, The Bad & The Ugly Kinds of Debt (Beginning Saver Basics)
January 17, 2018, 5 - 6 p.m.
The Game of Life: Insurance, Wills, and POAs (Next Stop, Retirement!)
February 21, 2018, 12 - 1 p.m.
Watch Your Step! Business Pitfalls and How to Avoid Them (Better Your Business)
March 21, 2018, 7:30 - 8:30 a.m.
Loan Us Your Time: Learn about all types of loans and why your credit score is important (Beginner Saver Basics)
April 18, 2018, 5 - 6 p.m.
Avoiding the Pitfalls of Social Security & Medicare (Next Stop, Retirement!)
May 16, 2018, 12 - 1 p.m.
Power to the People: Who is your personal board of directors/financial team? (Better Your Business)
June 27, 2018, 12 - 1 p.m.
Basics for Beginning Savers: IRA, 401K, CD’s (Beginning Saver Basics)
July 18, 2018, 5 - 6 p.m
Surround Yourself with Assets Not Liabilities: Tax Planning in Retirement (Next Stop, Retirement!)
August 15, 2018, 12 - 1 p.m.
Big Plans for Small Businesses: Estate and Succession Planning (Better Your Business)
September 26, 2018, 12 - 1 p.m.
The Game of Life: Insurance, Wills, and POAs (Beginning Saver Basics)
October 17, 2018, 5 - 6 p.m
That Sounds Like a Plan! Estate Planning, Legacy Planning, and Long Term Care Planning (Next Stop, Retirement!)
November 14, 2018, 12 - 1 p.m.
The Business Balance Beam: Optimizing and Managing Your Balance Sheet (Better Your Business)
December 12, 2018, 12 - 1 p.m.