Join The Sway on Tax Day, in the old press room of The Pilot newspaper, for flights of our favorite beer and financial strategies that will help you take control of your cash and assets.
Upon registration, students will be sent a financial questionnaire to complete by April 10. This survey will help our advisor know what financial situations attendees are facing. We will give you the tools to submit your answers anonymously if you so choose.
Class is limited to 15 students to allow for a thorough question-and-answer session.
Reserve your seat with $20, or a seat for you and your spouse for $30. Based on interest, this class could lead to a financial planning series.