Invseco - Making Your Future Financially Secure

Class Schedules

Classes are being offered in Districts 211 and 214 - taught by partners of INVESCO, LLC .

The District 214 classes will be in Arlington Heights, at John Hersey High School, 1900 East Thomas. That's just East of Rand road, between Euclid and Palatine Rd.

 The schools have made it easy for you to sign up, accepting phone registrations using Visa and Master Card. For District 214 classes call (847) 718-7700 to register - or on the web at https://ce.d214.org. and click on the Continuing Education picture/link, and then click on finance, and then scroll down to the course.  

The District 211 class will be in Palatine, at Palatine High School, 1111 N. Rohlwing Road.  That's East of Hicks Road and South of Dundee Road.  You can register by calling (847) 755-6820 or go online at https://adc.d211.org/domain/4659 and click on the Online Registration link.

No. 5525: INVESTING IN STOCKS - Starts Thursday September 13, 2018 - 7:00-8:30 p.m. - Room 109.  Three sessions $39  (District 214 - Hersey H.S. in Arlington Heights) 

Learn how to pick stocks and manage your own portfolio, IRA or 401k.  We will show you how a well diversified and properly managed portfolio can outperform the S & P 500 index.  You'll learn the differences between making investments, speculating, and buying products.  You'll also learn to determine your risk tolerance.  Plus we'll show you how to manage after-tax accounts in a tax efficient way.

  So come learn a simple, proven way to more effectively manage your assets.  We can show you how to retire earlier and wealthier or both!  Instructor Keith is a Registered Investment Advisor Rep and 2012-2018 Five Star Wealth Manager as seen in Chicago Magazine.  Guest speaker, Myron Gaylord is book author, CPA and MBA, and will be teaching the second session.  Free book included.

No. 7701: ESTATE PLANNING- Starts Wednesday October 3, 2018 - 7:00-9:30 p.m. - Room 109.  One session - $19 (District 214 - Hersey H.S. in Arlington Heights)

Learn how to escape inheritance taxes, avoid costly and frustrating probate, and make sure you appoint your own guardian should you become incompetent before death.  

This class also covers Family Limited Partnerships and Charitable Remainder Interest Trusts, which are the best methods of asset protection.  You can manage your assets on behalf of your heirs for many generations to come.  

Instructor is a CPA, a Registered Investment Advisor Rep. and has a University of Chicago MBA.  He has been teaching this class for over 30 years.

No. B495-01: INVESTING IN STOCKS - Starts Tuesday October 9, 2018 - 7:00-8:30 p.m. - Room 200.  Three sessions - $45 (District 211 - Palatine H.S. in Palatine)

Learn how to pick stocks and manage your own portfolio, IRA or 401k.  We will show you how a well diversified and properly managed portfolio can outperform the S & P 500 index.  You'll learn the differences between making investments, speculating, and buying products.  You'll also learn to determine your risk tolerance.  Plus we'll show you how to manage after-tax accounts in a tax efficient way.

So come learn a simple, proven way to more effectively manage your assets.  We can show you how to retire earlier and wealthier or both!  Instructor Keith is a Registered Investment Advisor Rep and 2012-2018 Five Star Wealth Manager as seen in Chicago Magazine.  Guest speaker, Myron Gaylord is book author, CPA and MBA, and will be there the second session.  Free book included.