FINANCIAL BEGINNINGS SERIES:
Understanding Retirement Vehicles
Sept. 20, 1-2:30 pm

Join us for a practical and insightful workshop put on by Financial Beginnings, a nonprofit that teaches people how to
play an active role in their financial well-being. Simply maximizing investment earnings is not enough to be a
successful investor. There are fees, taxes and other considerations to optimize your investments. This workshop will
introduce various investing strategies and retirement vehicles, while helping you better understand the type of
investor you may be. Class includes a workbook. Speaker is Duncan Taylor, Financial Beginnings volunteer and SVP/
Chief Operating Officer for the Washington Bankers Association. Advance RSVP requested.