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System Maintenance will be happening Saturday December 7th from 10 p.m. to 5 a.m. MT December 8th. Members may see interruptions in service with our telephone banking system, home banking, and our mobile application. Thank you for your understanding.

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Online Courses

Virtual Financial Educational Workshops

Posted on by Lisa Romero

Financial education is key to achieving your long term goals. Join Del Norte Investment Services for upcoming workshops from the comfort of your home or office. We’ll discuss a variety of topics to increase your financial awareness.

Attend as many virtual workshops as you like. Some of the topics we’ll cover include:

The important rules of the road for receiving Social Security

How can conservative investments help you face today’s economic risks?

  • What sources of income should you draw from, and when
  • How to use annuities to guarantee income for life
  • How does behavioral finance affect investment decision-making?

 

Upcoming workshops:
April 13th 6 PM MDT / 7 PM CDT Conservative Investing
April 25th 6 PM MDT / 7 PM CDT Social Security
May 9th 6 PM MDT / 7 PM CDT Income For Life
May 23rd 6 PM MDT / 7 PM CDT Three Transitions to Retirement
June 6th 6 PM MDT / 7 PM CDT Rollover Planning
June 20th 6 PM MDT / 7 PM CDT Women & Investing

 

Space is limited, so I urge you to make your reservations today.

– Scott Covey, Financial Advisor

 

 

This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor.