RICHLAND, Wash. Haberling Financial Group is holding a series of free financial planning workshops at Washington State University Tri-Cites.
The workshops are offered at 4:30 p.m. each Tuesday from May 19 to June 16. Each session meets in the East Building, Room 212, on the campus at 2710 University Drive, Richland.
Topics are:
May 19 Retirement Planning: Are You On Track?
May 26 Finance 101: Accumulation Period
June 2 Finance 101: Distribution Strategy
June 9 Estate and Income Tax Planning
June 16 Putting the Pieces Together
A number of topics will be discussed at each session, such as types of investments, history of markets, coordination of social security, insurance, inflation, asset allocation, risk levels, etc. The workshops are presented by Ty Haberling, CFP, and Bob Lagonegro, financial planner, with the Haberling Financial Group, an investment and financial consulting firm based in Kennewick.
Community members are invited to attend any or all of the workshops. Drop-ins are welcome, however, to ensure you receive the workshop materials sign up in advance with Julie Nelson, WSU Tri-Cities director of Human Resource Services, at 372-7302 or janelson@tricity.wsu.edu.
WSU Tri-Cities is located along the Columbia River in Richland, Wash. Established in 1989 with upper division and graduate programs, WSU Tri-Cities offers 17 baccalaureate, 12 master’s and six doctoral degree programs. The campus added freshman and sophomore courses in fall 2007 to become a full four-year public university, extending the WSU land-grant mission of providing affordable, accessible higher education. For more information, call 509-372-7250 or visit www.tricity.wsu.edu.
