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People’s Offers Financial Seminars
BRIDGEPORT â€“â€“ Changes in tax laws, turbulent stock markets, and an uncertain economy can make financial planning more complicated than ever. To help people make more informed decisions about their financial future, People’s Bank and its subsidiaries are bringing their expertise to a series of seminars to be held across Connecticut.
The programs will cover topics such as college funding, tax relief, and long-term care insurance and will be held in locations including Brookfield, Greenwich, Killingly, Avon, and Woodbridge.
“We have stood by our customers through every major economic challenge since our founding in 1842, and one of the ways we are helping our customers through the current market uncertainty is education,” said Bryan J. Huebner, executive vice president, Consumer Financial Services, at People’s.
People’s combines banking with a full range of investment services, which it brought to customers in 1983 with the launch of People’s Securities Inc, its brokerage subsidiary. People’s introduced online trading through its Internet site, peoples.com, in 1995. People’s also offers a full line of personal and commercial insurance products through its subsidiaries, People’s Insurance Agency and RC Knox & Company, and Beardsley Brown & Bassett, a division of RC Knox.
In 1999, it introduced the People’s Financial Center, which combines a full-service bank branch with a complete brokerage office. There are now seven People’s Financial Centers in Connecticut, with an eighth scheduled to open soon in Glastonbury. In 2000, People’s began expanding the investment services offered in branches, and now has more than 180 licensed investment professionals in its statewide branch network.
The series also includes a program featuring economist Robert Goodman of Putnam Investments, entitled “Economic and Investment Prospects: Where Do We Go from Here?” on Wednesday, January 9, at the Greenwich Public Library, 101 West Putnam Avenue.
Programs in the series:
Financial Management Workshop â€“ This three-night workshop provides a comprehensive overview of personal financial management topics. Participants will be encouraged to complete a detailed financial planning questionnaire so they can receive a personalized financial plan. The workshop will be held on Wednesday, January 30, February 6, and February 13, at the Monroe People’s Financial Center, Route 111, and on other dates in Norwalk and Norwich.
Tax Relief and Your Finances â€“ This seminar provides an overview of the major changes to the federal tax code enacted by Congress in the Economic Growth and Tax Relief Reconciliation Act of 2001. It will be held in many locations including the following: Wednesday, January 30, at the Brookfield branch, 143 Federal Road; Wednesday, February 20, at the Torrington People’s Financial Center, 1692 East Main Street; Tuesday, February 26, at the Trumbull People’s Financial Center, 40 Quality Street; and Wednesday, March 6, at the Fairfield branch, 837 Post Road.
Â College Funding â€“ This seminar provides an overview of the costs of a college education and provides information about how to use investments to help prepare for this important financial goal. It will be held on Wednesday, February 27, at the Brookfield branch, 143 Federal Road; Tuesday, March 19, at the Trumbull People’s Financial Center, 40 Quality Street, and on other dates in other locations.