Instructor
Michael Copeland is a financial planner and consultant for Carolina Collegiate Federal Credit Union. He is a branch manager with Ohio National Financial Services. His office is located at the Carolina Collegiate Federal Credit Union.

Investing for Everyone

Do you want to take a dream vacation after you retire? Whether you are saving for college tuition or a fantastic retirement vacation, this two-day workshop will give you the tools you need to invest for your future. It will also help you understand the fundamentals for investing to build a strong foundation for your financial future. You do not have to be a stock broker to manage your money effectively.

By participating in this two-session program, participants will learn how to:

• understand the basics of certificates of deposit, money market accounts, and mutual funds
• use corporate bonds and stocks
• create IRA's, Roth IRA's, 401k and 403b retirement plans and annuities
• create a unified financial plan
• focus on investment strategies, simple estate planning, and financial organization.

Who Should Attend
USC employees who would like to improve their financial management. Participants attend two sessions.

Dates and Time
September 20 and 21, 2007, 11:30 a.m.–1 p.m.
Participants should arrive to sign-in at 11:15 a.m. Instruction will begin at 11:30.

Cost
There is no charge for this workshop.

Location and Parking
1600 Hampton Street, Suite 101.

Campus parking is available with any faculty/staff decal in the lower lot behind the 1600 Hampton Street Annex. The entrance to the parking lot is between the 1600 Hampton Street tower and the WACH-57 building on Pickens Street.

Registration Instructions
Reservations are limited and made on a first-come basis.
Register online, or fax the PDF registration form to 803-777-8210 or mail it to Professional Development, 1600 Hampton Street, Suite 101.

For more information contact Professional Development at 803-777-6578. Supervisory approval must be obtained before participating in training.