Yavapai College Classes

granny 2347552 pixabay"I learned a lot about investing from your class that I did not know from years of watching the TV financial gurus.  I only wish that I had taken the class years ago, before making the financial mistakes that reduced my retirement income. You offer a wonderful service to the community of Prescott."    - MG

Fundamentals of Investing for Retirees

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Fundamentals of Investing for Retirees

Designed to help investors become more confident about making financial decisions, the easy-to-grasp format of this class provides a broad knowledge of investments preferred by investors approaching or already in retirement. Learn the ins and outs of stocks, bonds, mutual funds, annuities and more. Topics include: recognizing risk, controlling the tax impact of IRA withdrawals, avoiding common investment mistakes, and simple risk reducing strategies that anyone can use. No investments will be offered or promoted.

YC Fundamentals of Investing for Retirees:  

Click this link to be transferred to the Yavapai College site for registration.  Wednesdays, 10/4/2017 - 10/18/2017;  2:00 - 4:00 PM

These forms are filed with the Securities and Exchange Commission (the regulatory body of Registered Investment Advisors) and with state regulatory agencies as required.

SEC Form ADV 

pdfHCM Form ADV Brochure with Supplement
Describes services, types of clients, types of investments, methods of analysis.
            PDF iconProfitScore Form ADV

SEC Form ADV Supplements
pdfHepburn Capital Management Privacy Policy

 

 

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Tags: ADV