Voyager Capital Management, LLC Announces Spring Financial Education Schedule – At No Cost and With No Product Sales

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Voyager will offer four free retirement planning classes as well as four investment management classes, at no cost and with no product sales.

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Amy Barrett, MBA, CFA, CFP, CDFA

Arm yourself with information and reduce your financial worries!

Voyager will offer four free retirement planning classes as well as four investment management classes, at no cost and with no product sales.

Location: Voyager’s Office - 875 Townline Rd., Suite 100, Lake Geneva, WI
Time: 4 pm – 6 pm
Instructors: Bob Anderson, CPF®, AIF and Amy Barrett, MBA, CFA, CFP®, CDFA™
Reservations: Required. Contact office – (800) 998-1013
Class Dates and Descriptions: Below

Are You Ready to Retire?

Class Description: You will learn how to identify your retirement goals, gather your financial information, analyze the data, create a personal financial plan, audit the information, evaluate a financial plan, and monitor your situation. Arm yourself with information and reduce your worries.

Dates:
February 13, 2012
March 27, 2012
April 10, 2012
May 22, 2012

Make Your Investments Work for You

Class Description: You will learn how to identify your investment goals, manage cash flow, and build an investment portfolio. There are good investments and really bad investments. Learn how to tell the difference.

Dates:
February 28, 2012
March 13, 2012
April 24, 2012
May 8, 2012

Voyager Capital Management, LLC, has three locations including Lake Geneva, WI; Brookfield, WI; and Rockford, IL; and is an independent, fee-only investment advisory firm that provides investment solutions to clients across 23 states. The firm offers financial planning and personalized consulting as well as investment management. Voyager’s friendly and experienced team is committed to developing personalized financial solutions delivered with exceptional service and support. For more information about Voyager Capital Management, visit http://www.voyagercapitalmgt.com or call 800-998-1013.

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Amy Barrett
Voyager Capital Management, LLC
(815) 229-9001
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