Financial Blunders,

Financial Resolutions

WATERBURY — The Mattatuck Museum Arts & History Center in collaboration with The Society for Financial Awareness will host “Financial Blunders...Financial Resolutions,” part of the Personal Financial Management lecture series, on Thursday, November 19, at 6 pm.

Presented by James Coleman, president of the Connecticut Chapter of The Society for Financial Awareness, the 60-minute lecture will share how to deal with stock and stock options, preserve assets against a plunging market, and avoid losing up to 40 percent of your retirement plan on the day you walk away.

Admission is free. Registration is requested; call the museum at 203-753-0381, extension 10.

The Personal Financial Management series, held on the third Thursday of each month, focuses on topics that help people negotiate the complexities of personal life as they relate to finance. “Financial Blunders... Financial Resolutions” on November 19 is the third in the series.

Future topics include “Asset Allocation and Modern Portfolio Theory” on December 17, “Exploring Options for a Quality Retirement” on January 21, and “Women Approaching Retirement and Beyond” on February 18.

The Society for Financial Awareness is a nonprofit organization that provides financial education with the aim of eliminating financial illiteracy, enlightening the public, and empowering all individuals to take charge of their finances. Jim Coleman is an independent financial advisor with two decades of experience. Founder of Coleman Financial Advisory Group, he specializes in developing financial strategies that help clients create a reliable income stream, while working toward improving portfolio returns, and helping to protect their principal and reduce taxes.

The Mattatuck Museum Arts & History Center is at 144 West Main Street.