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Learn more about a solid financial foundation from an expert at your local library!
Learn how to build a strong financial foundation and grow your financial future - subjects may include personal banking, investing, savings, retirement, insurance and so much more! Bring your questions!
Hosted by Abigail Robinson, a financial advisor with Mass Mutual Northwest. Learn about the following topics:
1) The Trend of the U.S. Economy & Stock Market Update: How Does the Stagflation Cycle Affect Us? (12/3)
What is stagflation? In the face of persistent inflation, how should we invest?
In 2025, global geopolitical risks remain: the ongoing Russia–Ukraine conflict, tensions in the Middle East, and U.S.–China trade frictions. How will these factors impact global financial markets?
What challenges and opportunities will the stock market face in 2026?
How can I protect my assets in a volatile market?
2) U.S. Tax Rate Trends, Comprehensive Retirement Strategy, and Insurance Overview (12/10)
What is the trend of U.S. interest rates from 1990 to the present?
What is the correlation between U.S. tax rate trends and economic cycles?
How might potential tax changes and inflation pressures affect us all?
Key investment-related tax considerations
What are the pros and cons of different types of life insurance (term, whole life, universal life)?
3) Gift and Estate Planning Strategies (12/17)
What are the current exemptions for both estate and gift taxes?
Should I gift my assets to my children during my lifetime or after death?
Washington State estate tax overview
How to minimize estate taxes using trust strategies
How life insurance and trusts can be used to customize estate and gift tax strategies
AGE GROUP: | Adults (18+) |
EVENT TYPE: | Presentation/Panel | Education | Class/Workshop |
