Unique Expertise...
We have a passion for telling investors the truth about the markets and helping them avoid common mistakes. We’re proud to offer the following classes through Durham Technical Community College:
Build Your Financial Future
Learn the basics of investing. We discuss stocks, bonds, mutual funds, annuities, and options as well as different account types such as IRAs, Roths, 401k, 403b and brokerage accounts.
Durham Tech – Fall 2008, date and time TBA.
Advanced Strategies in Retirement and Estate Planning
Understand the most efficient and effective ways to obtain income from your investments during retirement to make sure it lasts! Learn to structure your assets so they can be passed on in a tax efficient way.
Durham Tech – YMCA-Downtown Durham
7/10-8/21 Thursdays 6:30-8:30pm
Durham Tech – Orange County Campus
7/21-9/8 Mondays 6:30-8:30pm